Add / Edit Role
Full-page role form for defining role purpose, permissions, limits, and approval requirements.
Back to Roles
Role details
Role name
Role type
Core role
Special permission profile
API/integration role
Status
Active
Draft
Deprecated
Assignable by
Super Admin only
Clinic Admin + Super Admin
Role owner only
Role description
Permission groups
User management
Patient management
Clinical notes
Forms and assessments
Documents
Billing
Reports/export
GDPR/audit
API/integrations
Approval controls
Requires approval when assigned
Yes
No
Requires audit note on change
Yes
No
Can access sensitive clinical data
No
Assigned only
Approved scope only
Can export data
No
Reports only
Approved exports only
Save role
Save Role
Save as Draft
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