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Worker access

Account type, creating a login, resending invites and password resets.

Last updated · 10 November 2026

The Access tab controls how a worker signs in and what they can see. Only an owner or admin can change it.

Unsaved Provider access draft reveals the Access role choice; no role is assigned and Jordan’s saved support-worker access is unchanged.
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Unsaved Provider access draft reveals the Access role choice; no role is assigned and Jordan’s saved support-worker access is unchanged.
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1A Provider account uses office access rather than the support-worker app.
2A provider employee needs a named role before office permissions can be assigned.

Unsaved Provider access draft reveals the Access role choice; no role is assigned and Jordan’s saved support-worker access is unchanged.

Account types

  • Support worker: cannot reach the provider web app; they use the mobile app for their shifts.
  • Provider: signs in to the web app and sees only the screens their access role permits. Pick the role that fits, or create one.
  • Admin: manages office work across the workspace. Owner-only controls, including Features and Integrations, remain restricted. Offered to owners only.

Choose access for the job

Open Workforce > Workers, select the person and choose Access. Confirm the person before changing Account type. For a support worker delivering rostered care, keep Support worker and use mobile access. For an office employee, choose Provider and select the intended Access role; that role controls their office screens and actions. Making someone an Admin grants broad office access, so use it only for that responsibility.

Changing the selection prepares an edit. Select Save access to apply it to an existing login. If you opened the wrong worker, use Cancel.

Creating a login

  • If the worker has no login yet, you will see “This worker has no linked provider login yet.” Set the account type (and role), then select Create login. This sends them an invite email. A bulk import sends login invites after creating workers. Use Create login if that invitation did not create their login.
  • If they already have a login, change the account type or role and select Save access.

Resend an invite or reset a password

These two live on the register, as quick actions at the end of the worker’s row:

  • Send invite (paper-plane): resends the login invite while it is still pending.
  • Require password reset (key): sends a password reset email and suspends the worker’s access until they set a new password. Confirm with Send email.

Note

Resetting a password suspends the worker until they choose a new one. Use it when an account may be compromised, or to re-issue access to a suspended worker.

Check the outcome

After saving, reopen Access and check the account type and role. Configured means login access is linked, while the separate invitation state tells you whether setup was accepted. A new Active worker record can still have an Invited login: these are different states.

Ask an office employee with no business screens to check their assigned role with an owner or admin. For a support worker, office access is unavailable by design; use the native app. Check existing records and the invitation result before creating another login. A failed invite can leave the worker record saved, so recover that record instead of duplicating it.