Staff Roles & Permissions

Manage who can access what in your clinic.

Staff Roles & Permissions

Control access with role-based permissions.

Available Roles

  • •Owner — Full access. Can delete clinic, manage billing, all settings
  • •Admin — Full feature access except clinic deletion and owner settings
  • •Doctor — Access to own patients, appointments, clinical features
  • •Receptionist — Appointments, patient intake, limited clinical access
  • •Viewer — Read-only access to schedules and basic patient info

Managing Staff

  1. Go to Settings → Staff
  2. View all staff members and their roles
  3. Click a member to change their role
  4. Remove members who no longer work at the clinic
Clinic SettingsStaff Availability