Roles & Permissions

Role overview with quick actions and permission matrix preview.

System roles
6
Core user types
Special profiles
4
Prescriber, supervisor, API
Permission groups
18
Screen/action groups
Pending reviews
3
Access changes to approve
RoleUsersPatient DataClinical NotesBillingSettingsActions
Super Admin2FullRestricted / auditedFullFullEdit
Clinic Admin5OperationalLimitedOversightClinic settingsEdit
Clinician18AssignedAssignedNoOwn profileEdit
Receptionist8OperationalNoNoLimitedEdit
Finance / Admin Staff4Billing summaryNoFull billingFinance settingsEdit
PatientPortal usersOwn dataNoOwn invoicesOwn profileEdit

Permission matrix quick edit