Roles and Permissions

Reception has no business seeing payroll; a partner should not be editing medical records. This screen defines roles and ticks exactly what each one may do.

Illustration of the Role screen

Area	What it does
1. The + button	Adds a new role.
2. The ROLE list	The roles you have: Accountant, Reception, Doctor, Telesales… Click one to open its permissions.
3. Select all	Ticks everything currently shown.
4. Save	Stores the changes.
5. The module row	One block per module, with its feature count. Ticking here selects the whole module.
6. The five permission columns	The level per feature — see below.

The five levels

Column	Allows
List	See and open that screen.
Create	Add new records.
Update	Edit existing records.
Extend	The screen's own special actions beyond add/edit/delete.
Delete	Remove records.

Permissions are ticked per feature, not per module: within Customer (Patient) & Appointments you can let reception see and create Appointments while keeping them out of Treatment.

The order to work in

1. Click + and name the role after the job: Reception, Assistant, Branch manager.
2. Select it, work down the modules and tick what that job needs.
3. Click Save.
4. Go to the Staff list, open each person and assign the role.

Start narrow, widen later

Give a new role only what the job needs to function. Missing permissions take a minute to add; extra ones granted on day one rarely get reviewed.

Different roles, different data

Permissions do more than hide buttons — the server checks every action. The principles are in Role-based permissions.

Related

• Staff list — where roles are assigned.
• Adding a staff member — pick the role as you create the account.
• Role-based permissions — how the permission system works.