User roles and their permissions – Clipboard Health

With Clipboard Health, you can add as many users as you'd like at no cost! There are the user types we offer:

Supervisor role 🧑‍⚕ 📋: For the on-call person who needs to know who is coming and when they will arrive.
- They can also post or cancel shifts if you want them to.
Recruiter role 🤝: For who handles permanent hiring
Staffing coordinator role 🗓️: For who manages the schedule.
Billing manager role 💸: For who handles invoicing.
Administrator role 🕶️: For management.

And here are their permissions:

Role

Default permissions

Supervisor 🧑‍⚕

They can:
✅ View-only access to the shifts schedule (but not rates)
✅ Receive updates on ETA via SMS
✅ View worker ETA
✅ Chat with incoming professionals
✅ View worker documentation (license, certification, physical)

If you want, they could:
🟡 Manage invoices
🟡 Post shifts
🟡 Cancel shifts

gives the ability to initiate/approve sent-home requests

They can't:
❌ View/change rates
❌ View invoices or charges
❌ View contract terms
❌ View or manage settings
❌ Add/edit/deactivate users in Clipboard
❌ Rate professionals

Recruiter 🤝

They can:
✅ Create jobs
✅ Edit jobs
✅ View applications
✅ Update candidates application status

This role will only be able to see the "Jobs" tab on the side panel

They can't:
❌ View/change rates

❌ View invoices or charges

❌ View contract terms

❌ View or manage settings

❌ Add/edit/deactivate users in Clipboard

❌ Rate professionals

❌ Manage invoices

❌ Post shifts

❌ Cancel shifts

❌ Receive updates on ETA via SMS

❌ View worker ETA

❌ Chat with incoming professionals

❌ View worker documentation (license, certification, physical)

Staffing
Coordinator 🗓️

They can:
✅ View-only access to the shifts schedule (but not rates)
✅ Receive updates on ETA via SMS and Email
✅ View worker ETA
✅ Chat with incoming professionals
✅ View worker documentation (license, certification, physical)

✅ Post shifts
✅ Cancel shifts
gives the ability to initiate/approve sent-home requests
✅ Send professional's home

✅ View and manage facility information (instructions, COVID)
✅ Add/edit/deactivate

supervisors
Billing managers
other staffing coordinators

✅ Rate professionals and block professionals (mark as Do Not Return)
✅ Browse worker's page and see worker's profiles

If you want, they could:
🟡 View/change rates
🟡 View invoices or charges
🟡 View contract terms

They can't:
❌ Edit extra time settings
❌ Manage Time-Clock Settings (how workers clock in and out)
❌ Add/deactivate admins

Billing

Manager 💸

They can:
✅ View and manage invoices from the web portal
✅ Dispute invoices from the web portal
✅ Receive invoices via email
✅ Manage invoice notifications

✅View and manage upcoming charges from the web portal
✅Dispute invoices from the web portal

✅Download past shifts report
✅View contract terms
✅Add/remove

billing managers
supervisors

Administrator 🕶️

They can do everything the roles above can do ⭐! Including:

✅Edit extra time settings
✅Manage Time-Clock Settings (how workers clock in and out)
✅Add/deactivate admins

How to add users to Clipboard

Video tutorial: How to create a supervisor account (loom.com)

Open the Clipboard Health web app (desktop only)
Select "Management" from the left menu bar
Select "Team Members"
Select "Add new member" on the top right of your screen
Enter in your new user’s information
Choose the role you want to assign to this user
Click "Add team member" to save

How to edit user info and permissions in Clipboard

Video tutorial: How to edit a user account on Clipboard Health (loom.com)

Open the Clipboard Health web app (desktop only)
Select "Management" from the left menu bar
Find the user you want to edit
Click on "Edit Account"
Make the edits you desire

Who can add or edit a user’s information

Admins can add/edit any role
Staffing Coordinators can add/edit:
- Supervisors
- Billing managers
- other Staffing Coordinators
Recruiters can’t add anyone. They don’t see the team members tab.
Billing Managers can add other billing managers
The supervisor role can't add anyone

How to deactivate a user

Video tutorial: How to deactivate a user account on Clipboard Health (loom.com)

If a user is no longer working at your facility, you should immediately remove them.

Open the Clipboard Health web app and go to the Team Members page
Click the “Edit account” option
You will see the option to deactivate the user

Once you deactivate them, they can no longer access your facility's Clipboard Health account. Their account will now appear on the Deactivated tab list:

You can always reactivate them if needed by:

Going to the deactivated tab on the Team Members page
Click the “Edit account” option
You will see the option to activate the user again

How to link a user

If a user is associated with multiple facilities, link them to any new facility they need access to:

Open the Clipboard Health web app for the new facility account and go to the Team Members page
Click the "Add new member" option
You will see the notification below to confirm you would like to link them to the additional facility
You will see the option to link the team member

How to unlink a user

If a user is associated with multiple facilities, but no longer needs access to one or more of those facilities, unlink them:

Open the Clipboard Health web app and go to the Team Members page
Click the "Edit account" option
You will see the option to unlink the user
You will be shown the facility the user will be unlinked from as well as the facility/facilities the user will maintain access to. You will be asked to confirm you are sure you want to unlink the user from the specified facility.