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Administrator

These users have access to everything in the system, including confidential information and user maintenance. This role should only be held by a small number of users in your organization.

Add a new client
Add a new user
Add a Scheduled Interaction for a Client
Add an associated contact
Change a user to a client
Create a follow-up request
Create a shortcut to Curanotis [Android]
Create a shortcut to Curanotis [iOS]
Deactivate a user
Delete a contact
Delete a schedule
Delete an interaction
Edit a client's address
Edit a client's email address or phone number
Edit an existing contact association
Find a client
Follow-Up Requests
Getting Started for Pastoral Care Managers
Grant access to a client's data to a volunteer
How to restore deleted records

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