Managing User Accounts in CareConnect

The User section within the Admin Module allows administrative users to create and manage user profiles, assign roles and permissions, and define site access. User roles must be assigned for staff to successfully access and use CareConnect.

Creating a New User

1. Navigate to Admin Module → User.
2. Click New to begin entering the new user’s information.

User Information Fields:

• Logon Name: This is the user’s login ID for CareConnect.
• First Name, Last Name, Gender, Title, Language
• Administrator (All Sites): Check this if the user should have access to all site locations.
• Preferred Contact Method
• Email, Cell, Phone
• Address: Include Street, City, State, and ZIP Code
• Allowed Sites: Select which site(s) the user can access.
• Password / Confirm Password: Set a default password.
  • Password must include: at least 8 characters, uppercase, lowercase, number, and symbol.

3. Click Save when all fields are completed.

After saving:

• A unique PIN will be generated for use with Contactless Attendance

Assigning User Roles

To configure user permissions:

1. Go to the Roles tab.

2. Click Edit.

3. Select the appropriate role(s) for each module based on the user's responsibilities.

Dashboard

• Dashboard Access: Required for all users to log in to CareConnect.

Attendance

• Attendance Admin: Full access to the Attendance Module, including CDNFS reports.

• Attendance User: Can add and edit attendance records in Daily, Weekly, and Monthly views. User can also access all reports, except CDNFS.

• Attendance View Only: Read-only access to all attendance information. (Except CDNFS or other reports)

Students

• Students Admin: Full access to the Student Module, including CAPSDAC reports.

• Students User: Can add and edit student information, but cannot delete families, parents, or children.

• Students View Only: Read-only access to student records. 

Subsidies

• Subsidies Admin: Full access to all subsidy records.

• Subsidies – Claims & Timesheets: Access to manage subsidy claims and timesheets.

• Subsidies – Explanation of Payments: View-only and download access to the Explanation of Payments section.

• Subsidies – Students: Access to the Subsidies Student section.

Admin

• Admin User: Grants access to the Admin tab.

Message

• Message Full: Full access to the Message tab. (Note: Classrooms must also be enabled in the User Settings tab for messaging features to work properly. Instruction can be found in the following article: Sending Messages to Parents.)

Billing

• Billing Admin: Full access to the Billing Module.

• Billing User: Can add and edit billing information.

• Billing View Only: Read-only access to billing information.

Documents

• Documents Full: Full access to the entire Document module.

• Subsidy Documents: Access limited to subsidy-related documents within the Document module.

External Provider

• External Provider – Admin: Full access to all areas of the External Provider section.

• External Provider – Student Admin: Full access to manage student records in the External Provider section.

• External Provider – Student View Only: Read-only access to student records in the External Provider section.

• External Provider – Attendance Admin: Full access to attendance records within the External Provider section.

• External Provider – Attendance View Only: Read-only access to attendance records in the External Provider section.

• External Provider – Billing Admin: Full access to billing functions within the External Provider section.

• External Provider – Billing View Only: Read-only access to billing information in the External Provider section.

Marketing

• Marketing Admin: Full access to the Marketing module.

• Marketing User: Can add and update all information in the Marketing module.

• Marketing View Only: Can view and update basic profile information, but cannot change vacancies.

CareConnect allows you to tailor user roles to match your agency's workflow and data access needs. You're in control of what each user can view, update, or manage in CareConnect.