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
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