Setting Up a Read-Only Viewer Account

Read-Only Viewer Account

You can create accounts that can view the roster without being rostered. This is useful for:

• Nurse In Charge (NIC) overseeing shift coverage
• Department managers reviewing staffing levels
• Clinical coordinators monitoring roster status
• Auditors or compliance officers

How to set up

1. Log in as an Organization Admin (or higher)
2. Go to Organizations → your organization → Users tab
3. Click Create User
4. Set the role to STAFF
5. Do NOT link an Employee record — leave the Employee field empty
6. Save and share credentials

How it works

A STAFF user who is not linked to any rostered craft group can:

• ✅ View the full Living Roster (all streams and assignments)
• ✅ See the Dashboard, Leave Calendar, and Shift Deck
• ✅ Access their own Security Settings (password, MFA)

They cannot:

• ❌ Be assigned to shifts (no employee link = not in the assignment pool)
• ❌ Edit the roster, approve leave, or approve swaps
• ❌ Access admin pages, Vacancy Planning, Master Roster, or Reports

Alternative: Non-rostered craft group

If the viewer needs an employee profile (for auditing purposes), create a craft group called "Observers" or "Non-Clinical" that has no vacancies. Link the user to an employee in that group.

Tip: This is a zero-deployment solution — no code changes needed. The existing role permissions handle everything.