Manage Roles and Permissions

Create custom roles and configure what each staff member can do.

Prerequisites

• ClinicAdmin role

Understanding Roles

Steps to Create a Custom Role

1. Navigate to Settings → Roles & Permissions.
2. Click “Create Role.”
3. Enter a role name.
4. Select permissions for each module:
   • Patients: view, create, edit
   • Leads: view, create, edit
   • Appointments: view, create, edit, delete
   • Catalog: view, create, edit, delete
   • Billing: view, create, edit
5. Save the role.

Steps to Edit a Role

1. Navigate to Settings → Roles & Permissions.
2. Click on the role to edit.
3. Modify the name or permissions.
4. Save changes.
5. Changes take effect immediately for all staff holding that role.

Steps to Assign a Role to Staff

1. Navigate to Staff Management.
2. Select the staff member.
3. Add or remove roles.
4. Save. The staff member’s effective permissions update immediately.

Important Notes

• A staff member’s effective permissions = union of all their assigned roles.
• OrganizationAdmin permissions cannot be edited.
• You cannot delete a role if it would leave the clinic with no active ClinicAdmin.
• All role changes are recorded in the audit log.