Skip to main content
Specify Permissions in your Organization

Learn what permissions to grant users in Caredove.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

What is an Organization? In Caredove, an Organization is the Agency or Company where you work. This can be a hospital site, society, or a branch. (e.g., Alzheimer Society of Muskoka, North Bay Regional Health Centre, etc.).  

What is an Organization Administrator?  The Organization Administrator is the key manager of your organization’s Caredove account, overseeing settings, referral configurations, and user management. This is the only role with the authority to assign permissions, ensuring staff have the appropriate access to support the organization’s needs.

Who should be the Organization Administrator? Caredove recommends assigning this role to a manager, director, or executive assistant with a broad understanding of the organization, its staff, and services. This person should know when to invite new users and ensure proper system access. To maintain continuity, we also recommend appointing a secondary Organization Administrator.

Permissions

The What?

The Who?

Listings Manager

  • Adds and/or edits your organization's services and programs

  • Public Relations

  • Communication Coordinator

Referral Delegate*

  • Views personal health information for any referral

  • Manages incoming and outgoing referrals for your organization

  • Assigns providers to referrals

  • Intake Worker or Program Coordinator

  • Experience working with Personal Health Information

Calendar Delegate*

  • Provides and books appointments

  • Views PHI on referrals assigned to themselves

  • Create and edits appointments for anyone within your organization

  • Executive Assistant

  • Coordinator

  • Scheduler

  • Receptionist

Calendar Provider*

  • Provides and books appointments

  • Views PHI on referrals assigned to themselves

  • Front end employees

  • They are responsible for their own appointments and can make referrals

Calendar Book Only

  • A user who books appointments within the calendar and Caredove search sites

  • Someone who only needs to make referrals

  • Occasional Volunteer

  • Receptionist

*Indicates a premium permission level

Note: The Referral Delegate permission is not required to view one's own referrals. This permission enables the user to view ALL referrals at the organization.

Tip: If the user is only sending referrals, add the user with no permissions. If the organization is included in a network, the Network Referrer permissions will be included automatically.

If changes to the user's permissions are not reflecting visually in Caredove, please log in and log out. Subsequently, you should observe the updated settings accurately.

Not sure of your permissions?

Did this answer your question?