Controlled Backend Access
Protect Sensitive Information With Purposeful Access
Give agency staff access to the information they need for their work while limiting unnecessary exposure to worker and consumer records.
The Right Access Helps Protect the People You Support
ISL agencies manage information tied to consumers, workers, schedules, shift notes, appointments, and daily operations. When backend access is broader than a person’s responsibilities require, more people may encounter sensitive details they do not need to do their jobs. Limiting access helps agencies manage information more responsibly: staff can focus on the records and tasks relevant to their work, while administrators retain oversight of who should be able to use different parts of ISL Manager.
How Role-Based Access Works
Step 1
1. Identify responsibilities: Determine which team members need to manage agency settings, coordinate services, or document daily support.
Step 2
2. Assign relevant permissions: Match each person’s access to the system information and functions their role requires.
Step 3
3. Review as duties change: Revisit access when someone changes roles or no longer needs certain information.
Handle records with care
Responsible Information Management
Purposeful Record Access
Open worker or consumer records when they are needed for an assigned task, and avoid browsing information unrelated to your work.
Careful Updates
Review details before saving shift notes, schedules, or other records so the information remains useful to the people who rely on it.
Appropriate Information Use
Use information within ISL Manager for agency work and share it only with people who have a legitimate need to know.
Thoughtful Record Handling
Keep sensitive details out of unnecessary comments or copies, and follow your agency’s procedures when a record needs correction.
Managing Access Across Agency Workflows
Controlled backend access rights help agencies decide which roles can view or update information. Review permissions as responsibilities change so access remains appropriate to each person’s work.
01
Define Agency Roles
Identify the responsibilities of administrators, supervisors, and other staff before assigning access.
02
Match Rights to Tasks
Determine which records and workflows each role needs to view or update to complete its assigned work.
03
Assign User Access
Give each person access suited to their role, rather than granting broad rights by default.
04
Review Changes Promptly
Revisit access when staff change roles or leave, and adjust rights to reflect current responsibilities.
Every Role Has a Part in Protecting Records
Administrators: define access by job duties
Administrators: assign rights deliberately
Administrators: review access after role changes
Administrators: remove access when staff leave
Administrators: address reported access concerns
Administrators: communicate record-handling expectations
Users: work within assigned permissions
Users: access records for legitimate tasks
Users: keep account credentials private
Users: check entries before saving
Users: limit sensitive details to what is needed
Users: follow agency sharing procedures
Users: report unexpected access
Users: flag inaccurate records
Teams: discuss changing workflow needs
Teams: avoid unnecessary record copies
Teams: handle consumer information discreetly
Teams: revisit responsibilities regularly
Questions About Backend Access
Find answers to common questions about managing access to agency and consumer information. Contact ISL Manager for details about your agency’s specific setup.
What are controlled backend access rights?
They help an agency determine which staff members can use particular parts of ISL Manager and view information relevant to their responsibilities.
Why does role-based access matter?
Giving staff access based on their duties helps limit unnecessary exposure of sensitive agency and consumer information.
Can different staff roles have different access?
Access needs may differ for direct support staff, supervisors, schedulers, and administrators. Contact ISL Manager to discuss how roles apply to your agency’s setup.
Who should decide which staff members need access?
Your agency should identify the information and tools each role needs for its work and review those decisions as responsibilities change.
What happens when a staff member changes roles or leaves?
Agencies should review access promptly when responsibilities change and arrange for access to be updated or removed when appropriate. Ask ISL Manager about the process for your setup.
How can we learn what access options are available to our agency?
Contact ISL Manager to discuss your workflows, staff responsibilities, and the access-rights options available for your specific setup.
Let’s Discuss Your Agency’s Needs
Contact Us About Access Rights
Have questions about controlled backend access rights or managing sensitive information in ISL Manager? Call ISL Manager LLC at 816-529-9000 or write to 31228 W. 208th St., Lawson, MO 64062 to discuss your agency’s setup.