ClientCentric

Features · Assignments

The assignment is the access.

Most systems treat 'who serves this client' and 'who can open this record' as two different settings that somebody must remember to keep in sync. ClientCentric makes them the same fact — so they cannot drift.

How assignment-based access works: assign a staff member to a client and they can reach that client’s record — their schedule shows those visits, their phone shows those names. End the assignment (or let its end date expire on its own) and the access ends immediately: the client is no longer listed, no longer searchable, and cannot be opened by typing the address. There is no separate permissions screen to forget.

Primary, backup, temporary — with honest expiry

  • Primary, backup, and temporary assignment kinds, each visible on the board
  • End dates that expire on their own — coverage for a vacation ends when the vacation does
  • Drag-and-drop assignment, plus a keyboard control that does exactly the same thing
  • Clients without assigned staff surfaced on the overview as a number that opens the list
  • Every assignment change written to the append-only audit history
ClientCentric assignment board: clients with their assigned staff, staff column with caseloads, and assign-staff actions

The board is the permission system. What you are looking at is not a report about access — it is the thing that grants it.

Why this matters in a review

“Who could see this record last March, and why?” is answerable in one place: the assignment history. Because access is derived from assignments rather than granted alongside them, the answer is complete by construction — there is no second list of exceptions to reconcile.

The interactive demo proves it live: assign a client as the administrator, switch to the staff view, and watch the record appear. End the assignment and watch it vanish.

Prove it in the demo — assign, then switch rolesBook a walkthroughNo signup. Fictional data. Everything resets on refresh.

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Written and maintained by the ClientCentric team from the working product. Last reviewed .