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How User Roles are Defined
How User Roles are Defined

Permissions and account access overview between User, Admin, and Owner roles

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

There are three different user roles with varying levels of permissions to choose for each of your platform users; User, Admin, and Owner:

Changing User Roles

To change user roles:

  1. Go to Settings

  2. Select Practice

  3. Go to the Users section

  4. Press the Edit icon located on the right side of the user's profile

A pop-up menu will appear:

Scroll down and select the user role you'd like to assign to your staff member:

Be sure to click Save to keep your changes. These permissions can be edited at any time.

Please don’t hesitate to reach out to the customer success team if you need further assistance.

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