What does each team-member role see?
Last updated: 2026-05-26
Three roles: Admin (everything — patients, notes, billing, team, settings, integrations), Doctor (their own consultations’ clinical notes + their own calendar; cannot manage team or billing), Staff (front-desk: appointments, patient profiles, invoices, payments; no team management).
What each role can do
| Area | Admin | Doctor | Staff |
|---|---|---|---|
| View patients | Yes | Yes | Yes |
| Add / edit patients | Yes | Yes | Yes |
| Record clinical notes | Yes | Yes (own) | No |
| Book appointments | Yes | Yes (own) | Yes |
| Create invoices & record payments | Yes | Yes (own) | Yes |
| Manage team & roles | Yes | No | No |
| Manage subscription & billing | Yes | No | No |
| Configure integrations | Yes | No | No |
| View audit log | Yes | No | No |
Changing a role
Open Settings → Team & Roles. Find the team member in the table → click Edit → pick a different role → Save. The change takes effect immediately the next time they sign in (or now if already signed in).
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