Admin
Caring Companions system settings
πŸ”’
Admin only

This page controls how the whole system behaves, so it's limited to Samantha and Zach, and the Springfield lead for Team access and the on-duty schedule. Everything else in the hubs is open to the office.

Back to Team Hub

Caring Companions Β· Admin

Saved

System status

What is actually running right now. Anything switched off says so here rather than looking healthy and doing nothing.

Switches

Every Hub on/off switch in one place. Off means practice: it is found and listed, but nobody is texted and nothing changes. These are the same switches as in the Care Coordinator Hub's Settings: flip one on either page and both show it.

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Onboarding workflow

The settings the new hiring and onboarding workflow will read once its slices are approved. Nothing on this card is active yet: the switch date stays locked until the approved launch.

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Who may do what

Every action behind the door, and who may do it. The door checks this on every call. View only: a change is made only by an owner, and every change is kept below.

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Staff

One list, shared by every hub. The email must be the address they sign into the hubs with, and the phone is what escalation texts.

Team

Everyone who works here, what they belong to, their Hub access and roles. Add someone, give or change their Hub access (the first hub sends their invitation email), or open their role (what they own, support and cover). Each opens in the Care Coordinator Hub in a new tab.

οΌ‹ Add staff member Open the whole team
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Missed call chasing

Missed calls are always captured and listed. These settings control whether anyone gets texted when one sits too long.

The last one is a safety catch. It stops a backlog of old missed calls being texted out all at once the day chasing is switched on.

On call

Who catches things outside office hours. Used when a missed call has no owner yet.

Care hub settings

These used to live in one browser, so a key pasted on one computer left the same panel switched off on everybody else's. They now belong to the agency. Saving here changes them for every person on every device.

Where everything lives

So nobody has to hunt. These are managed outside this page.

Staff logins
Supabase auth. A person needs a login before they can be assigned anything.
Phone numbers, texting, contacts
GoHighLevel. Note the office line is still on CareQB until it ports, and calls on it are invisible to the hubs.
Clients, schedules, EVV
AxisCare.
Interviews
Care Coordinator Hub, Recruit (in person at the office; applicants book on the Hub's own interview calendar).
Offers, onboarding paperwork, payroll
Viventium.
Orientation sessions and booking
Care Coordinator Hub, Orientations (the online Orientation Video Call first; the in-person office orientation is the backup).
Financials, discipline, sale plan
Owners Hub, founders only.
API keys and webhooks
Supabase edge function secrets. Not editable from any hub on purpose.
If this asks you to sign in, use your Hub sign-in once; it is remembered after that.