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:
Go to Settings
Select Practice
Go to the Users section
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.