Role-based access keeps sensitive information limited to the people who need it — a core part of both good practice and compliance.
Assign the right role
- Owner — everything, including billing and practice-level settings.
- Admin — scheduling, clients, and billing, without practice settings.
- Clinician — only their assigned clients and clinical records.
- Front Desk — scheduling and check-in, with no access to notes.
Fine-tune access
Beyond the base roles, owners can grant or restrict specific permissions per person — for example, letting a supervisor review a colleague's notes, or limiting who can export data.
Tip: Review your team's roles whenever someone's responsibilities change, and remove access promptly when someone leaves.
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