Role-based access
Each user sees only what their role allows.
WellbeingSolutions
Custom SMS check-ins
A text reaches people where they are. What happens next is professional support, a confidential history, and anonymous reporting for leaders.
After triage
More than a text message: what happens after someone asks for help
- 1
Check-in sent
The business writes its own check-in text and sends it to staff.
- 2
Instant reply and triage
When someone replies 'No', the system sends a warm reply straight away and flags them for support.
- 3
Professional support notified
The business's professional support or EAP gets an email with the person's name, mobile number, the question asked and their answer.
- 4
The full story, in confidence
Support signs in and opens the person's profile to see their history.
- 5
A conversation that captures what matters
Support records the call in the contact section, with the person's name if they agree or anonymously if not.
- 6
A clear plan
Support creates a support action with guidance for the person and books a follow-up call.
- 7
No one falls through the cracks
If a follow-up isn't updated in time, the system escalates and alerts the business admin to assign someone else. The admin is only told the callback is overdue, never the person's details.
Privacy and security: role-based access
Each business creates its own roles and decides exactly what every user can view, create, edit or delete. Professional support can see an employee's replies, profile, history, cases and support actions. A business admin can manage contacts and send check-ins, but can't see what people reply or any personal information they share. Leaders see anonymous reporting only.
Data protection
Full audit log
A time-ordered record of every action users take, kept for 120 days.
Recycle bin safety net
Deleted records are kept for 60 days before permanent deletion. Only administrators can permanently delete, and other users can restore their own records.
Confidential by design
Individual replies and history are visible only to professional support.
Example screens
Roles
| Name | Created By |
|---|---|
| Administrator | Account owner |
| Professional Support | Account owner |
| HR Manager | Account owner |
| Business Admin | Account owner |
Professional Support
ContactsOnView, Edit
Support ActionOnView, Create, Edit, Delete, Close
CasesOnView, Create, Edit, Delete
SMSOnView, Send
Business Admin
ContactsOnView, Edit
Support ActionOff
CasesOff
SMSOnSend
Audit Logs
The audit log provides you with a chronological sequence of actions performed by the users in Wellbeing Solutions. The logs are kept for 120 days.
Last 7 Days All Actions
Recycle Bin
The Recycle Bin displays all the records you have access to that have been deleted.
After records are deleted, they will be stored in the Recycle Bin for 60 days. After that, they will be deleted permanently.
Only users with an administrator role can delete records in the Recycle Bin.
Non-admin users can restore their own records from the Recycle Bin.
No Data Available