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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 Hamilton Community Health Centre).  

What is an Organization Administrator?  This permission is the most important in Caredove. It is a user who is responsible for the administration of your organization's Caredove account. This means they have permission to invite other people to have a Caredove account for the organization. Typically, the Organization Administrator will only add or edit staff members at their own organization, choosing from the permissions below. 

Who should be the Organization Administrator? Caredove suggests that a manager, director or executive assistant hold this permission. The person should be familiar with the whole organization, including its employees and services/programs offered. They need to know when to invite others to Caredove, and we recommend having a secondary Organization Administrator.


The What?

The Who?

Listings Manager

Adds or edits your organization's services and programs

Public Relations or Communication Coordinator

Referral Delegate*

  • Views personal health information

  • 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

  • Create and edits appointments for anyone within your organization

  • Executive Assistant or Coordinator, Scheduler

  • Receptionist

Calendar Provider*

A user who provides and books appointments

  • 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. 

Tip: If the user is only sending referrals, add the user with no permissions.  

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.

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