What each role can do
Here’s what each role can do, in plain language. Use it to pick the right role when you invite a teammate.
The roles at a glance
| Role | Can do | Cannot do |
|---|---|---|
| Owner | Everything — including changing your plan, billing, and removing anyone. | Nothing is off-limits. |
| Practice manager | Run the day-to-day: create work, spend credits, invite and manage teammates, edit brand details. | Change or cancel your plan, see billing. |
| Front desk & clinical staff | Create work: polish clinic photos, draft posts, build before-and-after sliders, use the Library. | Invite teammates, change roles, touch your plan or brand settings. |
How to read it
Think in three tiers. Owner is you, or whoever ultimately owns the practice — the only role that touches money and can remove people. Practice manager runs things day to day and can grow the team, but the plan stays out of reach. Front desk & clinical staff is your default for anyone doing the day-to-day marketing work without responsibility for the account itself.
The rule
When in doubt, assign Front desk & clinical staff. It’s the lowest-risk role — your teammate can do all the marketing work without any chance of changing your plan or removing someone by accident. Move them up only when their job clearly needs it.
Worked example
Dr. Nok’s practice has three people on the system. Dr. Nok is Owner — only she sees billing and can change the plan. Her practice manager is a Practice manager, so she can bring on part-time help during busy stretches and run the social calendar. The hygienist is Front desk & clinical staff — she polishes clinic photos and drafts posts between patients, but the plan and the team list stay safely out of her hands.
Related
- Roles & permissions overview — how the role system works.
- Team members — where you assign these roles.