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🔑 Roles & Statuses

Roles

RoleWhere they workWhat they can do
🧑‍⚕️ NurseMobile appSee their assigned patients, write notes for them, manage their own profile, view their own compliance
🖥️ AdminWeb appEverything agency-wide: patients, nurses, all notes, records, alerts, reports, billing
🛠️ SuperAdminWeb appNoted platform staff — creates companies and promotes admins; not an agency role

Account statuses

StatusHow it happensAccess
✉️ InvitedAn admin created the accountNone yet — becomes Accepted automatically on first sign-in
PendingSelf-registered with the company codeNone — waiting on admin approval
AcceptedApproved or invitedFull access for their role
🚫 RejectedDeclined by an adminNone — can be re-approved

Active/inactive is independent of status: deactivating an Accepted account suspends sign-in and billing without losing history. Compliance alerting follows the same rule — records only track and alert while their holder is accepted and active.

What licensing gates

Until the agency's license is purchased, admins see only the Dashboard and Settings; Notes, Patients, Nurses, Records, Alerts, and Reports (and note creation) unlock with the license. Nurse mobile access requires the agency to be licensed too.