Who sees what
Every person in Cura has one role in your organisation. The role decides which parts of the sidebar they see and what they can change. Roles are set on Settings > Team by an Administrator.
The three roles
Section titled “The three roles”| Role | Who it suits | In short |
|---|---|---|
| Administrator | The owner or practice manager | Everything, including billing, security, roles and system settings. |
| Provider Admin | Coordinators, office and finance staff | All day-to-day operations. Cannot change organisation-level settings such as roles, billing or security. |
| Staff Member | Support workers and other frontline staff | Their own shifts, their own timesheet view, forms assigned to them, and their own account. |
What each role can open
Section titled “What each role can open”| Area | Staff Member | Provider Admin | Administrator |
|---|---|---|---|
| Dashboard | Yes | Yes | Yes |
| Scheduler calendar | Own shifts only | Yes | Yes |
| Scheduler: programs, recurring, SIL houses, alerts | No | Yes | Yes |
| Timesheets (approval queue) | Own read-only view | Yes | Yes |
| Clients | No | Yes | Yes |
| Workers and onboarding | No | Yes | Yes |
| Support at Home | No | Yes | Yes |
| Invoicing, claims, price plans | No | Yes | Yes |
| Payroll runs | No | Yes | Yes |
| Quality (incidents, audits, policies) | No | Yes | Yes |
| Compliance (dashboard, documents, audit log, clinical indicators) | No | Yes | Yes |
| Forms (fill in) | Yes | Yes | Yes |
| Forms to Review | No | Yes | Yes |
| Leads and Tasks | No | Yes | Yes |
| Reports | No | Yes | Yes |
| Settings (organisation, team, services, forms, onboarding, pricing) | No | Yes | Yes |
| Settings: roles, billing, security, system | No | No | Yes |
| My account and notification preferences | Yes | Yes | Yes |
A Staff Member who opens a page they cannot use is sent back to a page they can. They never see another worker’s shifts, clients or pay.
Custom roles
Section titled “Custom roles”An Administrator can create custom roles on Settings > Roles & permissions. A custom role starts from one of the three base roles and then switches off whole modules. Use it when, for example, a coordinator should roster but never see invoicing. A custom role can only narrow access; it cannot grant more than its base role.
Links sent by email
Section titled “Links sent by email”Some people use Cura without a login at all:
- Clients complete their onboarding pack from an emailed link.
- New workers complete their onboarding requirements from an emailed link before they have an account.
- Workers can open their shift list from an emailed link to record actuals.
Each link is unique to one person and one purpose. If a link has expired, the office can send a fresh one from the client’s or worker’s record.