IAM & Role Management

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

Role View

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
Housing 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
Billing Unit Settings
View, create, edit, download, delete, approve, configure, and manage records/functions where applicable.
Full Access
No unsaved permission changes.
Functional Action PermissionsChanges require confirmation
Transfer-In
Import PCR Authorization
Upload XLS / XLSX / PDF authorization files, review results, resolve records and confirm the import. Viewing imported authorizations follows the Transfer-In module permission.
Scheduling
Record Paid Break
Create and edit Paid Break activities; pay treatment is configured separately in Payroll.
Record Unpaid Break
Create and edit Unpaid Break activities.
Record Transportation Time
Create and edit Transportation Time activities.
Record Out of Office
Create and edit Out of Office activities.
Create Billable Note from Scheduling
Allow a Billable Note Task in Scheduling, which generates a billable Billing Note draft.
Create Non-Billable Note from Scheduling
Allow a Non-Billable Note Task in Scheduling, which generates a non-billable Billing Note draft.
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.