Welcome to our user guides

Who can do this?
System Administrators and Owners only.

What is it?
A selector in the header that lets Admins/Owners switch between two working modes:

• Admin mode (no organisation selected — shows Administrator in the selector): for platform-wide admin work. Standard user actions are disabled.
• Organisation mode (an organisation is selected): for acting as staff of that organisation. Standard user actions are enabled.

Why use it?
To make it explicit when an admin is performing actions as themselves (platform admin) vs on behalf of a specific organisation (staff context). This prevents cross-organisational mistakes and improves audit clarity.

Where do I find it?

• In the header, next to the user controls.
• The selector is pre-populated with a top option labelled Administrator and all organisations below it.
• On login, Administrator is selected by default.

How it works

Switch modes

1. Open the selector in the header.
2. Select the dropdown and pick an organisation to enter Organisation mode.
3. Select Administrator to return to Admin mode.
4. The chosen context persists while you navigate; it resets to Administrator when selected.
5. The list contains all active organisations registered in the system, giving administrators full control of their environment.

Visual indicators

• Admin mode: the selector shows Administrator and an Admin indicator is visible in the header.
• Organisation mode: the selector shows the organisation name; the Admin indicator is not shown.

What you can do in each mode

Admin mode (Administrator selected)

• Full System Admin/Owner capabilities (configuration, organisation management, user management, settings, etc.).
• Not available in this mode (hidden or disabled in the UI):
  • Add/Edit/Delete client notes
  • Add/Delete client files
  • Add/Edit/Delete referral notes
  • Add/Delete referral files
  • Download any/all files or notes
  • Create a referral
  • Edit a referral (including questionnaire for Sent)
  • Edit client information
• If you need to perform any of these actions, switch to Organisation mode first.

Organisation mode (any organisation selected)

• Full System Admin/Owner capabilities plus all Standard User capabilities scoped to the selected organisation, including:
  • Add/Edit/Delete client notes
  • Add/Delete client files
  • Add/Edit/Delete referral notes
  • Add/Delete referral files
  • Download files and notes
  • Create and edit referrals
  • Edit client information
• Switching the selector changes the scope to the newly selected organisation.

Safety, audit, and consistency

• In Admin mode, standard-user actions are not shown or not clickable.
• The system blocks standard-user actions.
• Where auditing is present, actions in Organisation mode are recorded with the user and organisation context.

Tips

• Before editing a referral/client, confirm you’re in the correct organisation (check the selector text).
• After finishing the required work, switch back to Administrator to avoid accidental edits.