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Change someone’s access level (Manager)

For Manager, Owner

  1. Open Settings, then Team & access.
  2. Tap Change beside the person. You’ll only see it beside Staff, Seniors and Readers.
  3. Under Access level, pick Staff, Senior or Reader.
  4. Tap Save. It takes effect the next time they open a page.

Making someone a Manager, or changing a Manager, is the Owner’s job. Nobody can change their own level.

When it’s done

It says Saved, and their new level shows beside their name.

If it doesn’t work

  • There’s no Change beside them: they’re a Manager or the Owner, or it’s you. Ask the Owner.
  • Manager isn’t in the list: only the Owner makes someone a Manager.
  • It hasn’t changed for them yet: ask them to open another page, or sign out and back in.
A Manager changing someone’s level: Staff, Senior or Reader.
CareRecorda · For CQC-registered care homes in England
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