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Find your role

All 17 CareList roles, who each one is for, which company types offer it, and which chapter to read next.

Your role decides what you see and what you can do in CareList. Find it below, then open your role guide. Each guide covers your tabs, your daily routine and step-by-step instructions.

Check which role you have

There are two places to check:

  • More sheet header. Tap More. Under your name you'll see your role and your email, for example "Staff nurse · nisha@hospital.org".
  • My account. More → My account shows Role: under your profile details.

Only a manager (or the platform owner) can change your role. You can't change your own role, and an Administrator's role can't be changed from the Employees screen. See Staff and roles.

All roles

"Manager access" means the role sees the Manage section of the More sheet (checklists, approvals, analytics, employees, settings and more) and everyone's work, not just its own.

Role (as shown in the app) Who it is for Manager access Company type Read
Administrator Hospital or centre administrator, IT Yes, full Both Administrator
Medical director / superintendent Oversees clinical quality across departments Yes Hospital Medical director
Quality manager (NABH / NABL) Runs audits, approvals, deviations and accreditation Yes Both Quality manager
Nursing superintendent Manages nursing staff, wards and care plans Yes Hospital Nursing superintendent
Head of department Manages a department's checklists and staff Yes Both Head of department
Lab manager / chief pathologist Runs the laboratory, signs off lab reports Yes Both Lab manager
Doctor / consultant Admits and discharges patients, orders tests No Hospital Doctor
Staff nurse Bedside care checklists, sample collection on wards No Hospital Staff nurse
Pharmacist Pharmacy, cold chain and medication audits No Hospital Pharmacist
Front office / reception Registration, admissions desk, report handover No Both Front office
Pathologist Reports and verifies laboratory results No Both Pathologist
Lab technician Receives and processes samples, runs QC No Both Lab technician
Phlebotomist / sample collector Collects samples, home collection No Both Phlebotomist
Radiologist Reports and verifies imaging studies No Both Radiologist
Radiographer / imaging technologist Performs scans, imaging safety screening No Both Radiographer
Biomedical engineer Equipment maintenance, calibration and repairs No Both Biomedical engineer
Housekeeping / facility staff Cleaning, waste and facility checklists No Both Housekeeping

Two older roles

Accounts created before the medical roles existed may show one of these:

  • Manager: full access to the same screens as an Administrator. Read the Administrator and Quality manager guides. New staff can't be given this role.
  • Staff / auditor: completes assigned checklists only, with no clinical modules. Read the Housekeeping guide; the screens are the same. This role is still offered for general auditors.

Which fourth tab will I see?

The fourth bottom tab follows your work:

  • Patients: ward and management roles in a hospital (Administrator, Medical director, Quality manager, Nursing superintendent, Head of department, Doctor, Staff nurse, Pharmacist, Front office).
  • Diagnostics: lab and imaging roles (Lab manager, Pathologist, Radiologist, Lab technician, Phlebotomist, Radiographer), and in a diagnostic centre everyone who can see test orders.
  • Orders (work orders): roles with no clinical module, such as Biomedical engineer and Housekeeping.

Not sure which role someone should have?

Pick the role that matches what the person must do, not their title. Examples:

  • A ward sister who assigns audits and approves discharge checklists needs Nursing superintendent (or Head of department if she shouldn't admit patients).
  • A lab in-charge who must verify reports needs Lab manager / chief pathologist. A Head of department can't verify.

Compare roles side by side in the Permissions matrix.

Need a single task? Try the help center. Printing the manual? Use the printable version.