Works User Roles are listed below from most permissions to least.
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Organization Admins
Organization Admins are system administrators, they are "super-users" that have full administrative rights on the front end of Works. They can take all actions that other roles can perform within the Works platform.
Organization Admins can view invoices (along with Billing Managers). They are also the only role who can complete the following tasks.
Set-up and update bill rates across the system for Agency staffing requests and On Demand shifts.
Bypass approval when creating a Staffing Request or sending an Extension Offer
Approve / reject items on behalf of designated approvers
Program Admin and Program Manager
All Program Managers can shortlist submissions, and also take all actions available to Hiring Managers and Compliance Managers. Unlike Organization Admins, Program Managers cannot manage bill rates, bypass approvals, approve / reject items on behalf of approvers, or view invoices.
There are two Program Manager roles. Program Admins have access to some admin functionalities (set up templates, approval chains and users, and view rate cards), while Program Managers have no access to any admin functionalities.
Permissions Include:
Admin section (Program Admin only)
Create all Templates (Staffing & Compliance)
Create Approval Chains
View Rate information (no edit access)
Create Users (except Org Admin roles)
Staffing section
View and Create Requests
Candidate section
Shortlist / Reject Candidate Submissions
Send Offers
Approve / Reject offer change requests
Onboarding section
Set a Worker as Cleared to start
View and Edit Assignment Details
Approve / Reject compliance items
Edit individual compliance lists using “Edit List”
Team section
View and Edit Assignment Details
Send Extension Offers
Edit individual compliance lists using “Edit List”
View & Edit Worker Profile, including Unit Allow Lists for On Demand (if enabled)
Shifts section
Create Shift Requests for On Demand (if enabled)
Billing section
Approve and Reject line item disputes
Reports section
Ability to view and download data from Reporting tab
Hiring Manager
Hiring Managers are clinician managers overseeing a single unit or a group of units. They can create Staffing Requests, review shortlisted submissions, extend offers and extensions, view and create On Demand shift openings (if access granted), and verify time worked line item disputes.
Permissions Include:
Staffing section
View and Create Requests
Candidate section
View / Reject Candidate Submissions Shortlisted by Program Manager
Send Offers
Approve / Reject offer change requests
Team section
Send Extension Offers
Can view but not edit assignment details
View Workers
Shifts section
View Shift Openings (if enabled)
Create Shift Openings (if access granted)
Billing section
Approve / Reject line item disputes
No access to Admin or Onboarding section
Reports section
If enabled
Billing Manager
Billing managers are responsible for financial operations. They can view invoices and verify line item disputes within the Billing section. They have view-only access to the Staffing and Team sections, and no access to other sections.
Permissions include:
Staffing section
View only
Team section
View Assignments
Billing section
View invoices
Approve / Reject line item disputes
Reports section
If enabled
No access to other sections
Compliance Manager
Compliance managers are responsible for onboarding and ongoing compliance. They can set up compliance requirements, and verify compliance items. They have view-only access to the Staffing section and do not have access to the Candidate, Shifts, or Billing sections.
Permissions include:
Admin section
Create Compliance Templates
Staffing section
View only
Onboarding section
View Onboarding workers
Set a Worker as Cleared to start
Approve / Reject compliance items
Edit individual compliance lists using “Edit List”
Team section
View Assignments
Approve / Reject compliance items
Edit individual compliance lists using “Edit List”
Reports section
If enabled
No access to Candidate, Shifts, or Billing section
Executive
Executives are users who need to sign onto Works to approve items or view reports, but do not use Works for other operational purposes. They have view-only access to the Staffing and Team sections, and no access to other sections. Executives (and all other roles) can view reports if their account has been set up to access them.
Permissions Include:
Staffing section
View only
Team section
View only
Reports section
If enabled
No access to other sections
On Demand Coordinator
On-Demand Coordinators are support staff that perform tasks specific to shift management. They can manage on-demand staff and shift requests. They don’t have access to other sections.