Wellicle Help

Roles and permissions

What OWNER, ADMIN, MANAGER, NURSE, FAMILY, and CLIENT can do

Overview

Wellicle uses system roles plus organization Positions. Positions wrap a base role and a permission set, so two managers can see different menus.

app.wellicle.com

Organization members with roles
Members list with positions and roles

System roles

RoleMain access
OWNEROrganization settings, audit, billing, members, omnichannel
ADMINNear-OWNER access based on the assigned position
MANAGERDay-to-day ops — residents, shifts, billing, reports
NURSECare logs, medications, own shifts, timeclock
FAMILYPortal — care visibility and invoices for linked residents
CLIENTPortal — own care records, invoices, and family contacts

Permission keys

Some menus and actions are gated by permissions such as clients:write or invoices:read. If you cannot see a menu, ask an OWNER to adjust your position.

Tips

  • Invite staff from Members; invite family from the resident profile
  • Review Positions before hiring so new members land with the right menus