All Collections
Clinic, Locations, and Staff
How do I add or edit a user role ?
How do I add or edit a user role ?

This article describes how administrators can edit existing or add new user roles in to your account.

Pablo avatar
Written by Pablo
Updated over a week ago

To edit or add a user role, open Menu > App-settings > Users > User roles. Next choose the user role you wish to edit. Perform the appropriate changes.

To create a new userrole, click the plus button in the right upper corner. Name the User Role and check all the boxes that are applicable to this role. Finish by clicking the save button.

We advise you to use, as much as possible, the same user roles for different users in your clinic. Only create new user roles if a specific set of user rights are needed for a particular user.

Note: User roles are equal to different positions within the clinic. So for example physician receptionist, clinic manager etc.


Did this answer your question?