Staff Roles & Permissions

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