> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Roles and permissions
> What each OfficeRidge role can see, and why a module might be missing from your sidebar.
Your role decides which modules appear in your sidebar and which pages you can open directly.
## The ten roles
| Role | Typical holder |
| ------------------------ | -------------------------------------------------------------------- |
| **Organization Admin** | Agency owner or administrator responsible for the whole organization |
| **Location Admin** | Branch or office manager responsible for one location |
| **Clinical Manager** | Nurse manager or director of clinical services |
| **Client Coordinator** | Intake and scheduling staff who manage the member pipeline |
| **Healthcare Provider** | Attendant, nurse, or therapist delivering care |
| **Human Resources** | Staff managing hiring, credentials, and employee records |
| **Finance Manager** | Billing, payroll, and financial operations staff |
| **Compliance Officer** | Staff responsible for HIPAA, licensing, and survey readiness |
| **EVV Maintenance** | Staff who correct visit exceptions before billing |
| **System Administrator** | OfficeRidge platform support |
**Organization Admin** and **System Administrator** see every module. The table below applies to
the other roles.
## What each role can open
A checkmark means the module appears in that role's sidebar.
| Module | Loc Admin | Clin Mgr | Coordinator | Provider | HR | Finance | Compliance | EVV |
| --------------------------------------------------- | :-------: | :------: | :---------: | :------: | :-: | :-----: | :--------: | :-: |
| [Dashboard](/dashboard) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| [Resources](/resources) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| [Task Manager](/tasks) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| [Forms](/forms) | ✓ | ✓ | ✓ | | | ✓ | | |
| [Projects](/projects) | ✓ | ✓ | ✓ | | | | | |
| [Members](/members) | ✓ | ✓ | ✓ | ✓ | | | | |
| [Intake](/intake) | ✓ | ✓ | ✓ | | | | | |
| [Scheduling](/scheduling) | ✓ | ✓ | ✓ | | | | | ✓ |
| [Care Plans](/care-plans) | ✓ | ✓ | ✓ | ✓ | | | | |
| [Employees](/employees) | ✓ | ✓ | | | ✓ | | | |
| [Payroll](/payroll) | | | | | ✓ | ✓ | | |
| [Time & Attendance](/attendance) | ✓ | | | | ✓ | | | ✓ |
| [Billing](/billing) | | | | | | ✓ | | |
| [Finance](/finance) | | | | | | ✓ | | |
| [Compliance](/compliance) | ✓ | | | | | | ✓ | |
| [Licensing](/licensing) | ✓ | | | | | | ✓ | |
| [Fraud & Ops](/operations) | ✓ | ✓ | | | | | | ✓ |
| [Corporate](/corporate) | | | | | | ✓ | | |
| [Emergency Prep](/emergency) | ✓ | ✓ | | | | | ✓ | |
| [Assets](/assets) | ✓ | | | | | | | ✓ |
| [Reports](/reports) | ✓ | ✓ | | | | ✓ | ✓ | |
| [CRM](/crm) | ✓ | | ✓ | | | ✓ | | |
| [Maps](/maps) | ✓ | ✓ | ✓ | | ✓ | | | |
| [Subscription](/account/subscription) | | | | | | ✓ | | |
| [Account](/account/profile) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| [Security](/account/security) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| [Switch Organization](/account/switch-organization) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
### Admin-only pages
Three pages use a different gate based on administrative level rather than job function:
| Page | Who can open it |
| ------------------------------------------------------- | ----------------------------------------------------------- |
| [Organization Settings](/account/organization-settings) | Organization Admin and above |
| [Location Settings](/account/location-settings) | Location Admin and above |
| [Integrations](/account/integrations) | Organization Admin and above, on **Professional** or higher |
## Direct links are gated too
Hiding a module from the sidebar is not the only protection. Opening a page by URL applies the same
check, and child pages inherit their parent's rule. A Finance Manager who follows a link to a member
record still cannot open it.
If you reach a page you cannot access, OfficeRidge shows an access-denied screen rather than an
empty list.
## Why can't I see a module?
If your role has no checkmark, the module is hidden by design. Ask an organization admin whether
your role is correct.
Some modules need a higher subscription tier regardless of role. See
[Plans and modules](/getting-started/plans-and-modules).
The module may be visible but empty because you are in a different context. See
[Switch organization](/account/switch-organization).
Roles control which pages you can reach. They are not a substitute for care in handling member
information — access to member records is logged.