Review Roles and Permissions

As you set up your Care Team Members, you'll be assigning them not only to clinic locations but also assigning them certain permissions, based on their role.

You can assign multiple roles to a user. If you do that, their permissions will overlap such that if someone is both an Org Admin and Staff, they will have all of the permissions of both roles.

The chart below will show the five main roles along with their corresponding permissions: