Roles and permissions

Open My Clinic → Roles and Permissions. Solo plans do not show this page.

System roles

Each clinic has Owner, Super Admin, Admin, and Staff. There is exactly one Owner. You cannot assign a second Owner or demote the only Owner.

Each permission is No, Read-only, or Write.

• Owner is always full Write and cannot be edited.
• Super Admin matches Owner for daily work. Billing access can be turned down if you want.
• Admin defaults to most clinic settings, not Billing & Subscription.
• Staff defaults to front-desk work on Schedule, Clients, and Invoices. Expenses and Profit stay off unless you grant them.

Custom roles

Clinic Premium can create named roles with their own matrix. Assign a role on My Clinic → Staff.

Practitioners

A practitioner-only login is not a staff role. Their menu stays Schedule and Clients, even if you never open this page. Owners or staff who also have a practitioner profile keep their staff permissions.

A custom role set to No on Client treatment notes, Client forms, Client memos, or Client uploads cannot open those records, even by going to the page directly. The chart then says Your role does not include this part of the chart.

Chart access

Approve chart access requests controls the Chart Access tab under My Clinic → Data Security. Write can approve or deny a practitioner who needs a chart they have not treated. See Chart access.

Privacy requests

Privacy requests controls the Privacy Requests tab under My Clinic → Data Security. Write prepares a copy of a client file, records a correction, or refuses a request. Staff default to No. This is separate from Export client list. See Privacy requests.