Roles & permissions — how access works
Every person in your practice has one role, and that role decides what they can do. It’s a simple, deliberate system: you don’t hand out permissions one at a time, you pick a role that fits the job and the right access comes with it.
The idea
A role bundles together a sensible set of permissions for a kind of work. A practice manager needs to run the social calendar and invite part-time help; a hygienist helping with posts needs to create work but shouldn’t touch your plan. Rather than deciding each of those permissions by hand, you assign a role and the access follows.
This keeps two things safe at once: the people doing the work get everything their job needs, and the things that move money — your plan, your billing — stay locked to the people who should touch them.
The rule
Choose the role that matches the job, not the person. If someone’s responsibilities grow, move them to a higher role rather than building one-off exceptions. Roles stay tidy when they describe jobs.
Where you do it
You assign a role when you invite a teammate, and you can change it any time from the same page. The full permission map spells out exactly what each role unlocks.
Related
- What each role can do — the plain-language permission map.
- Roles settings — where you assign roles to people.