To see the roles in your system, click on your name at the top right of the screen and select Settings.



Then select Roles.


Clear To Go! has four built in roles:


  • Admin (For users who will be managing your Clear to Go system)


  • Case Manager (For site managers at a specific location)


  • Manager (For floor or team managers with direct employee reports but no need for location wide management)


  • Basic (No use of the web application)



To create new roles for your organization


1. Select Add Role


2. Name the role. 


3. Select the permissions based on the website access you want that user to have.


Description of permissions
  • All Contractors: Gives the role the ability to see every contractor at their assigned locations.
  • All Employees: Gives the role the ability to see every employee at their assigned locations.
  • All Groups: Gives the role the ability to see every grouped employee at their assigned locations.
  • All Locations: Gives the role the ability to see employees, contractors, and students at every location regardless of their assigned locations.
  • All Students: Gives the role the ability to see every student at their assigned location.


Please Note: A role that does not have any of the above "All" permissions will, by default, only be able to see employees, contractors, and students that share a common location and group.

  • Add Test Results: Allows the ability to enter a test result from the Roll Call page.
  • Case Totals Dashboard: Gives access to the Case Totals page (more info)
  • Employee Roll Call: Gives the role access to the Roll Call page for employees.
  • Executive Dashboard: Gives the role access to the full dashboard
  • Invite: Gives the role the ability to add users to the system and invite visitors.
  • Log In: Gives the role the ability to log into the website to access the system.
  • Manage Announcements: Gives this role the ability to send/edit announcements.
  • Manage Billing: Gives the role access to the Billing page.
  • Manage Cases: Gives the role access to the Case Management page.
  • Manage Contractors: Gives the role access to the Contractors page.
  • Manage Employees: Gives the role access to the Employees page.
  • Manage Locations: Gives the role access to the Locations page.
  • Manage Roles: Gives the role access to the Roles and Visitor Types page.
  • Manage Schedules: Gives the role access to the Screening Schedules page.
  • Manage Screenings: Gives the role access to the Screening Questions page & access to Screenings from the Case Management page.
  • Manage Students: Gives the role access to the Students page.
  • Manage Vaccinations: Gives the role access to the manage vaccine types & vaccination records.
  • Manage Visitors: Gives the role access to the Visitors page.
  • Notify Change of Status: Instructs the system to notify the role any time a screening is failed in their assigned Group(s).
  • Notify of Failed Screenings: Instructs the system to notify the role any time a screening is failed at their assigned Location(s). (All Admin will receive a notification regardless of assigned locations)
  • Reporting: Gives the role access to the manage Data Links. (more info)
  • Student Roll Call: Gives the role access to the Student Roll Call page.
  • Team Lead Dashboard: Gives access to only the Team Leaders dashboard



4. Select Create Role to save your changes.



5. Then assign the desired Employees to the Roll either using import, or finding the employee on the Employees page, then click Edit. Scroll down to the Role dropdown menu and select the desired Role.



Questions? Email us at support@cleartogo.co