First steps
1
Log in and explore the dashboard
Log in at app.visualcare.com.au and familiarise yourself with the home dashboard. The KPI tiles give you an at-a-glance view of incidents, notes, and other activity across your organisation.See Logging in for login options including SSO.
2
Create user accounts
Set up accounts for your team in Users. Each user gets a username, password, and is assigned to a user group that controls what they can access.See Creating users for the full process.
3
Configure user group security
User groups control what each role can see and do in Visualcare. Review the default groups and adjust permissions to match your organisation’s structure.See User group security for how to configure permissions across all areas.
4
Set up SSO (optional)
If your organisation uses Microsoft 365, you can enable Single Sign-On so staff log in with their Microsoft credentials instead of separate Visualcare passwords.See SSO setup for the configuration steps.
System configuration
Once users are set up, configure these areas to match how your organisation operates:Editing drop-down lists
Customise drop-down options across Visualcare (genders, lead types, note categories, and more)
Service management
Configure the services your organisation delivers
Form templates
Set up form templates for incidents, assessments, and other workflows
Incident settings
Control incident visibility and configure incident forms for the Vworker app
Incident categories
Set up the categories used to classify incident records
Policies and procedures
Upload organisational policies so staff can access them from Visualcare and the Vworker app
Ongoing admin tasks
Running into issues?
See Login and access troubleshooting for common login and permission problems.Related articles
Quick start: Finance officer
Getting started with invoicing, payroll, and accounting integrations
Quick start: Scheduler
Getting started with rostering and shift management
Dashboard overview
Understand the KPI tiles and navigation on the home page