Who can create and manage clients in Agency Accelerator
Understand who in your agency can add and change Direct Clients, and what agency users can and cannot do with Care Hires clients.
Client records drive what your agency charges and where your workers go, so changes to them are limited to users who have been given permission. This article explains who can do what.
Before you begin
- Permissions are set by your agency's main user. If you need access you do not have, ask them.
Who can manage clients
Agency users with the Manage Clients permission can:
- create new Direct Clients
- edit a Direct Client's details, sites, contacts and billing, using Update Profile
- set up and change rate cards and cancellation policies
- change client settings, such as special rate times, job notifications and PO numbers
- upload and manage client documents
- record client activity
- activate Direct Clients, deactivate them with a reason, and reactivate them
Users without the permission can still see client information where their role allows, but cannot change it.
Direct Clients and Care Hires clients
| Direct Clients | Care Hires clients | |
| Who manages the profile | Your agency | Care Hires |
| Can agency users edit it? | Yes, with the Manage Clients permission | No, it is read only |
| Can agency users deactivate it? | Yes, with the Manage Clients permission | No |
| How to find them | Your client list | Tick Care Hires Clients Only in your client list |
If a Care Hires client's details look wrong, contact our Support Team rather than trying to change them.
Good habits worth adopting
- Give the permission to the people who need it. Too many editors makes it harder to keep client details consistent. The Audit Log shows who changed what if you ever need to check.
- Agree who can deactivate clients. Deactivating a client stops all work with them, so many agencies limit it to managers.
- Review permissions when people move roles. Someone who no longer handles clients does not need to edit them.
If something looks wrong
You cannot create or edit a client. You may not have the Manage Clients permission. Ask your agency's main user to check your access.
You cannot edit a Care Hires client. This is expected. Care Hires clients are read only for agency users.
If something still does not look right, contact our Support Team.