Roles & Permissions

Understand and configure access control for your organization.

Role Hierarchy

Owner
  └── Admin
        └── Manager
              └── Staff
                    └── Viewer

Higher roles inherit all permissions of lower roles.

Permission Matrix

Organization Level

User Management

Module Access

Custom Roles (Enterprise)

Create custom roles with specific permissions:

1. Go to Settings → Team → Roles
2. Click Create Role
3. Name and describe the role
4. Select granular permissions
5. Assign to users

Example custom roles:

• Finance Manager - Billing, payments, invoices only
• HR Manager - Staff, patients, appointments only
• Inventory Clerk - Stock, suppliers, orders only
• Receptionist - Bookings, patients (read), schedule

Best Practices

1. Principle of Least Privilege - Give minimum needed access
2. Regular Reviews - Audit permissions quarterly
3. Role-Based - Use roles, not individual permissions
4. Document Changes - Note why permissions changed
5. Separation of Duties - No single user controls everything

Related

• Team Management
• Security Settings
• Module Configuration