You can manage which homes a user can view by following these steps:
Log in to CareBlox.
Select the Resolve module.
Click Admin Site, then select Users.
Search for the user using one of the following:
Username
Long name
Short name
Role
Double‑click the user to open their record.
Tick the relevant checkboxes to enable modules (for example, Clients).
Click Edit next to Roles.
Click the (+) icon.
From the left list, select the role you want to assign (for example, Home Admin).
From the right list, select the home you want the user to access.
Click Select, then click Save.
Click Save again to apply the changes.
Changing a user’s budget authority
If you need to change a user’s budget authority:
Go to the Authority section in the user record.
Select the relevant Category (CAT).
Enter the value over budget.
No access to the Resolve module
Please use our Access Digital Assistant to get support and reference the title of this article.
Include the following information:
The username
The change required (for example, remove access from Home A and add access to Home B)