Within Eziplan you have limited control of User Permissions settings. Only a User with Company Admin access and the Unlock Permissions privileges can make changes to another User's permissions. To make changes to these, first open up the profile of the User you are looking to modify (see Finding a user profile).
Once you open the relevant User Profile, click on the View/Edit Details tab and then you will see an Update Permissions tab at the top of the next screen.
When you access this page you will then be able to change the user between Company Admin and Care Worker. You will also be able to give a Company Admin the Accounts Access if required. Click the Update Permissions button to complete the changes:
The levels of access available in Eziplan are:
Care Worker Access
Through the Eziplan Mobile Web App, Care Workers have access to their own roster and timesheet; as well as Client Information for Clients whom they have appointments with. Care Workers are also able to complete incident forms through the Mobile Web App if you have chosen this feature.
Standard Admin Access
This type of access allows the Admin User to add/edit/delete User and Client Profiles and manage rostering and reports.
Accounts Access
The Accounts access is on top of the Standard Admin access. This access allows the user to see and manage invoicing/claiming, payroll and statements as well as making changes to areas that have financial impact on the Eziplan System like Service costs and pay rates.
Unlock Permissions Access
Unlock Permissions Access is the next level above Standard + Accounts Access. It allows a User to do everything that a Standard and Accounts Access User can with the addition of being able to unlock or make changes to:
notes for editing purposes
User Permissions
package types
service types
task types
qualification type
To grant Unlock Permissions to one of your administration users, please send a request through to support@eziplan.com.au from an appropriate Company Administrator and one of the Support Consultants will carry this out for you.