IAM & Role Management

Manage GOALS user roles, module access, permissions, and assigned users.

Role

Roles

Admin

Active

Full access to every GOALS module, including system configuration, payroll, audit records, and IAM & Role Management.

Role ID
ROLE-0001
Status
Active
Created
Jan 06, 2026 · System
Last updated
Jul 01, 2026 · Alex Diaz

Module Permissions

Changes require confirmation
Main Modules
Dashboard
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Client Profile
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Client Intake
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Transfer-In
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Programs
Employment Program
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Operations
Scheduling
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Client Employment Documents
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Casework
Billing Notes
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Approvals
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Finance
Billing & Claims
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Clearinghouse
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Payroll
Payroll
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Records
Document Library
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Reports
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
Administration
Staff Management
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
IAM & Role Management
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
No unsaved permission changes.
Note Action PermissionsChanges require confirmation
Billing Notes
Lock Notes
Lock a note so it can no longer be edited by the Case Manager.
Unlock Notes
Return a submitted or approved note to Draft so it can be corrected and resubmitted.
Sign Notes
Apply an electronic signature to a Billable or Non-Billable note.
Approvals
Approve Notes
Approve a submitted note in the Approval Module.
No unsaved note action changes.