User Roles and Permissions

Each user account you add to your clinic, whether it is a dentist or a staff, has to be assigned to a specific role. By default, each user you add is automatically tagged as "limited", but you can change it to "regular" or "admin". The user used to create the clinic's account automatically tagged as "owner".

Below are the restrictions of each role.

	Admin	Regular	Limited
Patient Section	Complete Access	Complete Access	Limited Access ***
Appointment Section	Complete Access	Complete Access	Complete Access
Finance Section	Complete Access	Limited Access **	No Access
Inventory Section	Complete Access	Complete Access	Complete Access
Admin Settings	Complete Access	No Access	No Access

Regular Users have limited access to the Finance Section of the app.

• Cannot view monthly financial report

• Cannot add/edit/delete financial accounts

• Can view financial transactions (income/expense) only for the account they are assigned to

• Cannot delete financial transactions (income/expense) from the previous days

Limited Users have no access to the Finance section and have limited access to the Patient Section.

• Cannot add/edit/delete patient records