Permission Set Groups Overview

Learn about Permission Groups and what Permission Sets they contain in Maica

This article outlines the full list of Permission Set Groups used in Maica and provides a description of what each group controls access to.

Please note, the table below only lists the Permission Set Groups used in Maica. To access the full breakdown of each Group and view which Permission Sets are included in them, click here

Maica Permission Set Groups

The table below provides a list of the standard Maica Permission Set Groups, associated Required Groups and a Description of each Group.

In Maica, certain Permission Set Groups depend on access provided by other groups to operate as expected. These dependencies ensure the user has all the necessary permissions.

For example, to execute an NDIS Claim using the Maica – Manage NDIS Claim & Object Permissions group, a user must also be assigned the Maica – Manage Invoices & Object Permissions group to ensure they can access and manage Invoices and Payments involved in the claiming process.

The Required Groups table sits below the Description table, please ensure you reference it to see any such dependencies for each group. To access directly, click here.

Permission Set Group	Description
Maica - Sync NDIS Funding & Object Permissions	Enables the execution of callouts to the NDIS for syncing Plan and/or Service Booking details. Data access will replicate what is available in the Provider Portal and will be governed by the consent and relationships established with your customers.
Maica - Manage Invoices & Object Permissions	Provides the ability to manage all aspects of Invoicing in Maica, including creating, updating, and maintaining Invoices, as well as processing Payments.
Maica - Manage NDIS Claim & Object Permissions	Grants users the ability to execute the callout to the NDIS to submit a Payment Request and manage the response. Also provides the ability to process a Credit to refund or cancel a Payment Request.
Maica - Manage Service Agreements & Object Permissions	Manages Service Agreements, defining the Provider-Participant relationship. Enables creating, updating, and maintaining Agreements and Items for accurate records. Also allows updating the associated Price List.
Maica - Process Stripe Payments & Object Permissions	Grants the ability to manage a Contact's Payment Methods and process Invoice payments. This includes handling payments via Credit Card or Direct Debit via Maica's integration with the Stripe gateway.
Maica - Xero Integration & Object Permissions	Grants users the ability to sync Invoices with the finance package Xero. This includes initiating and managing the synchronisation process to ensure accurate and up-to-date financial records between Salesforce and Xero.
Maica - Manage Service Booking & Object Permissions	Grants users access to the Manage Service Booking Quick Action on the Service Booking, including all related functionality (Increase Funding, Update, Extend, Approve, Reject).
Maica - Handle Webhook Notifications & Object Permissions	Grants Guest User access to perform record updates when a webhook is received by Maica.
Maica - Base & Object Permissions	Contains access to the base components necessary to access Maica.
Maica - Planner - Planner Access & Object Permissions	Grants users the ability to access the core Maica Planner.
Maica - Global - Manage Unavailability & Object Permissions	Grants users the ability to manage their Unavailability via the Maica Planner.
Maica - Planner - Manage Filter & Object Permissions	Grants users the ability to manage the filter(s) in the Maica Planner.
Maica - Planner - Manage Appointment - Manage Time & Objects	Grants users the ability to manage the Appointment Start Date/Time and End Date/Time of the Manage Appointment modal in the Maica Planner.
Maica - Planner - Manage Appointment/Shift - Quick Complete & Object Permissions	Grants users the ability to access the Quick Complete function in both the Manage Appointment and Manage Shift modals in the Maica Planner.
Maica - Manage Appointment/Shift - Manage Breaks & Objects	Grants users the ability to manage Appointment Breaks within the Manage Appointment modal in the Maica Planner, including creating, updating, and removing breaks.
Maica - Planner - Manage Appointment/Shift - Manage Expenses & Objects	Grants users the ability to manage Expenses in the Manage Appointment modal, including adding, updating, and removing entries for accurate cost tracking.
Maica - Planner - Manage Appointment/Shift - Manage Own Expenses & Objects	Allows users to manage their own Expenses in the Manage Appointment modal, including adding, updating, and removing entries.
Maica - Planner - Manage Appointment - Manage Travel & Object Permissions	Grants users the ability to manage Travel entries within the Manage Appointment modal.
Maica - Travel Management (Read-Only) & Object Permissions	Provides view access to Services, Timesheet Activity, and Expense Claim Resource when managing Travel.
Maica - Timesheet - Approve Timesheet & Object Permissions	Grants users the ability to review, verify, and approve submitted Timesheets.
Maica - Appointment - Manage Actual & Object Permissions	Provides the ability to manage Actual Dates on the Appointment.
Maica - Timesheet - Timesheet Management & Object Permissions	Grants access to the Timesheet Management functionality.
Maica - Timesheet - Submit Timesheet & Object Permissions	Allows users to submit Timesheets, including entering and reviewing records.
Maica - Global - Create Timesheet Entry & Object Permissions	Allows users to create Timesheet Entries from anywhere in Maica.
Maica - Planner - Appointment Optimiser & Object Permissions	Grants access to the Appointment Optimiser tool in the Planner.
Maica - Global - Manage Participant Notes & Object Permissions	Grants the ability to manage Participant Notes from anywhere in Maica.
Maica - Global - Create Participant Notes & Object Permissions	Allows users to create Participant Notes across the system.
Maica - Global - Create Appointment & Object Permissions	Grants the ability to create Appointments from anywhere in Maica.
Maica - Global - Manage Appointment & Object Permissions	Allows full access to manage existing Appointments from anywhere in Maica.
Maica - Planner - Manage Appointment - Check In/Out & Object Permissions	Grants access to Check In and Check Out functions in the Manage Appointment modal.
Maica - Global - Create Shift & Object Permissions	Grants the ability to create Shifts across the system.
Maica - Global - Manage Shift & Object Permissions	Grants full access to manage Shift records.
Maica - Planner - Manage Shift - Check In/Out & Object Permissions	Grants access to Check In and Check Out functions in the Manage Shift modal.
Maica - Planner - Manage Appointment - Manage Quantity & Object Permissions	Allows editing the Quantity field on Check Out only.
Maica - Planner - Manage Appointment - Enable Hyperlinks & Object Permissions	Enables hyperlinking to Participant, Resource, and Appointment records from the Manage Appointment modal.
Maica - Planner - Show Route & Object Permissions	Grants access to the Show Route button in the Planner.
Maica - Service Agreement - Manage Budget & Object Permissions	Provides access to the Manage Budget Quick Action on Service Agreements.
Maica - Service Agreement - Manage Services & Object Permissions	Provides access to the Manage Services Quick Action on Service Agreements.
Maica - Planner - View Appointment Cost & Object Permissions	Grants visibility into Appointment cost breakdowns in the Planner.
Maica - Create Participant Note Templates & Object Permissions	Allows creation of new Participant Note Templates.
Maica - Create Billable Participant Notes & Object Permissions	Controls who can mark Participant Notes as billable.
Maica - Change Own Participant Note Templates & Object Permissions	Allows users to update and manage their own Participant Note Templates.
Maica - Delete Own Participant Note Templates & Object Permissions	Allows users to delete their own Participant Note Templates.
Maica - Accept Own Resources & Object Permissions	Allows users to accept only themselves for an Appointment or Shift.
Maica - Accept Resources & Object Permissions	Allows users to accept any resources to an Appointment or Shift.
Maica - Manage Budget - Customise Rate & Object Permissions	Allows users to update the Rate field via the Manage Budget Quick Action.
Maica - Manage Budget - Customise Effective Date & Object Permissions	Allows users to update the Effective Date field via the Manage Budget Quick Action.
Maica - Manage Services - Allow $0 Rate Services & Object Permissions	Allows setting Rate to $0 via the Manage Services Quick Action.
Maica - Manage Services - Assign Custom Rate & Object Permissions	Allows setting a custom Rate via the Manage Services Quick Action.
Maica - View Identified Agreement Items & Object Permissions	Enables users to see linked Agreement Items when managing Appointments.
Maica - Access Maica Settings & Object Permissions	Grants non-System Admins access to the Maica Settings tab.
Maica - Global - View Appointment & Object Permissions	Grants view-only access to Appointments via the Manage Appointment modal.
Maica - Global - View Shift & Object Permissions	Grants view-only access to Shifts via the Manage Appointment modal.

Maica Permission Set Required Groups

The table below provides a list of the standard Maica Permission Set Groups and any Required Groups they may require in order to operate as expected.

Permission Set Group	Required Groups
Maica - Sync NDIS Funding & Object Permissions
Maica - Manage Invoices & Object Permissions
Maica - Manage NDIS Claim & Object Permissions	Maica - Manage Invoices & Object Permissions
Maica - Manage Service Agreements & Object Permissions
Maica - Process Stripe Payments & Object Permissions	Maica - Manage Invoices & Object Permissions
Maica - Xero Integration & Object Permissions	Maica - Manage Invoices & Object Permissions
Maica - Manage Service Booking & Object Permissions
Maica - Handle Webhook Notifications & Object Permissions
Maica - Base & Object Permissions
Maica - Planner - Planner Access & Object Permissions
Maica - Global - Manage Unavailability & Object Permissions	Maica - Planner - Planner Access & Object Permissions
Maica - Planner - Manage Filter & Object Permissions	Maica - Planner - Planner Access & Object Permissions
Maica - Planner - Manage Appointment - Manage Time & Objects	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Manage Appointment/Shift - Quick Complete & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions Maica - Planner - Manage Appointment - Check In/Out & Object Permissions OR Maica - Planner - Manage Shift - Check In/Out & Object Permissions
Maica - Manage Appointment/Shift - Manage Breaks & Objects	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Manage Appointment/Shift - Manage Expenses & Objects	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Manage Appointment/Shift - Manage Own Expenses & Objects	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Manage Appointment - Manage Travel & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Planner - Manage Appointment/Shift - Quick Complete & Object Permissions Maica - Planner - Manage Appointment - Check In/Out & Object Permissions OR Maica - Planner - Manage Shift - Check In/Out & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Travel Management (Read-Only) & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Planner - Manage Appointment/Shift - Quick Complete & Object Permissions Maica - Planner - Manage Appointment - Check In/Out & Object Permissions OR Maica - Planner - Manage Shift - Check In/Out & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Timesheet - Approve Timesheet & Object Permissions
Maica - Appointment - Manage Actual & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Timesheet - Timesheet Management & Object Permissions
Maica - Timesheet - Submit Timesheet & Object Permissions	Maica - Timesheet - Manage Timesheet & Object Permissions
Maica - Global - Create Timesheet Entry & Object Permissions
Maica - Planner - Appointment Optimiser & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Global - Manage Participant Notes & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Global - Create Participant Notes & Object Permissions
Maica - Global - Create Appointment & Object Permissions
Maica - Global - Manage Appointment & Object Permissions	Maica - Planner - Planner Access & Object Permissions
Maica - Planner - Manage Appointment - Check In/Out & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions
Maica - Global - Create Shift & Object Permissions
Maica - Global - Manage Shift & Object Permissions	Maica - Planner - Planner Access & Object Permissions
Maica - Planner - Manage Shift - Check In/Out & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Manage Appointment - Manage Quantity & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Manage Appointment - Enable Hyperlinks & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Planner - Show Route & Object Permissions	Maica - Planner - Planner Access & Object Permissions
Maica - Service Agreement - Manage Budget & Object Permissions	Maica - Manage Service Agreements & Object Permissions
Maica - Service Agreement - Manage Services & Object Permissions	Maica - Manage Service Agreements & Object Permissions
Maica - Planner - View Appointment Cost & Object Permissions	Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Create Participant Note Templates & Object Permissions	Maica - Global - Manage Participant Notes & Object Permissions Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Create Billable Participant Notes & Object Permissions	Maica - Global - Manage Participant Notes & Object Permissions Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Change Own Participant Note Templates & Object Permissions	Maica - Global - Manage Participant Notes & Object Permissions Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Delete Own Participant Note Templates & Object Permissions	Maica - Global - Manage Participant Notes & Object Permissions Maica - Planner - Planner Access & Object Permissions Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Accept Own Resources & Object Permissions	Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Accept Resources & Object Permissions	Maica - Global - Manage Appointment & Object Permissions OR Maica - Global - Manage Shift & Object Permissions
Maica - Manage Budget - Customise Rate & Object Permissions	Maica - Manage Service Agreements & Object Permissions Maica - Service Agreement - Manage Budget & Object Permissions
Maica - Manage Budget - Customise Effective Date & Object Permissions	Maica - Manage Service Agreements & Object Permissions Maica - Service Agreement - Manage Budget & Object Permissions
Maica - Manage Services - Allow $0 Rate Services & Object Permissions	Maica - Manage Service Agreements & Object Permissions Maica - Service Agreement - Manage Budget & Object Permissions
Maica - Manage Services - Assign Custom Rate & Object Permissions	Maica - Manage Service Agreements & Object Permissions Maica - Service Agreement - Manage Budget & Object Permissions
Maica - View Identified Agreement Items & Object Permissions	Maica - Global - Manage Participant Notes & Object Permissions
Maica - Access Maica Settings & Object Permissions
Maica - Global - View Appointment & Object Permissions
Maica - Global - View Shift & Object Permissions

Full Permission Set Overview

You can access a full overview of all the Maica Permission Sets in the Google Sheet below.

Click here to view and download the complete Maica Permission Matrix.