Workspaces & Settings
Customize your workspace and adjust system settings to create a personalized experience that suits your needs.
4 articles
- Notifications: How they work for office staff and caregiversHow Careswitch notifications work — the in-app inbox, push, and email channels, how office staff turn on browser push, how caregivers turn on phone notifications, what triggers each alert, and…
- Roles and permissionsLearn how roles and permissions work, including user groups, default roles, permission levels, and permission areas.
- Careswitch SettingsLearn about the settings available in Careswitch, including how to create and manage lifecycle statuses, referral sources, tags, care forms, and document templates.
- TerritoriesLearn how to create territories by ZIP code, set caregiver pay rates for each area, and understand how territory changes affect scheduled shifts.