Permissions reference

Permissions are given to people through roles. A person has every permission from all of their roles combined. The Super Administrator role always has all of them.

The “Starts on” column shows which built-in roles had the permission when your clinic was set up. Your clinic may have changed them since.

Core

Patients

Permission	Allows	Starts on
List patients	Find and pick patients in lists and searches, for example while booking.	Doctor, Nurse, Receptionist, Manager
Read patient profiles	Open Patients and view patient records.	Doctor, Nurse, Receptionist, Manager
Create patients	Add patients. Also add notes on patients (Notes module).	Doctor, Receptionist, Manager
Update patients	Edit patients. Also add notes on patients.	Doctor, Nurse, Receptionist, Manager
Delete patients	Delete patients who have no linked records.	-
Read patient contact info	See and change patients’ contact details and emergency contact, on the patient’s own record.	-

See Patient records.

Appointments

Permission	Allows	Starts on
Read appointments	See every appointment in the clinic.	Doctor, Nurse, Receptionist, Manager
Create appointments	Book appointments, walk-ins and follow-ups.	Doctor, Receptionist, Manager
Update appointments	Change any appointment’s status, details, clinician and date (rescheduling). Add clinical information to completed appointments.	Doctor, Manager
Manage appointments	The same as Update appointments, except adding clinical information after completion.	Receptionist
Delete appointments	Delete appointments that aren’t completed.	-
Assignable to appointments	Be picked as a clinician. On its own: see and work on your own appointments.	Doctor, Nurse

See How appointments work.

Staff

Permission	Allows	Starts on
List staff	Pick staff members in lists.	Doctor, Nurse, Receptionist, Manager
Read staff profiles	Open Staff Management and other people’s profiles.	Manager
Create staff	Add staff members.	Manager
Update staff	Edit, deactivate and reactivate staff, and change their photos.	Manager
Delete staff	Currently has no effect. Staff members are never deleted, only deactivated.	-

Accounts (Finance)

Permission	Allows	Starts on
Read accounts	See every account, balance, statement and transaction, and exchange rates.	Receptionist, Manager
Create accounts	Create accounts, and set exchange rates.	Manager
Update accounts	Edit and archive accounts, set exchange rates, and manage each account’s staff access.	Receptionist, Manager
Delete accounts	Delete accounts that have no transactions.	Manager

Recording, approving, voiding and deleting transactions isn’t controlled by permissions but by each account’s staff access.

Patient portal

Permission	Allows	Starts on
Manage patient portal users	Open Patient Users, create portal accounts for patients, link and edit them.	Manager
Reset patients’ passwords	Reset a patient’s portal password.	Manager
Approve appointment requests	See appointment requests and get notified of new ones. Approving or declining also needs Create appointments and Update appointments.	Manager

Reports and dashboards

Permission	Allows	Starts on
Create, edit and share reports	Build, edit, share and delete reports, from any of the clinic’s data, and see every report.	Manager
Create, edit and share dashboards	Share dashboards with roles, and edit or delete shared dashboards.	Manager

System

Permission	Allows	Starts on
System administrator	Open Configuration: all clinic-wide settings, plugins, roles and staff access.	Manager

Modules

Module permissions only appear when the module is turned on. Each module’s page explains them in detail.

Module	Permissions
AI Assistant	Use AI assistant, Use AI writing help (the note and template editors)
Dental Chart	Read dental charts, Update dental charts
Documents	Read patient documents (together with Read patient profiles), Upload patient documents, Edit patient documents, Delete patient documents, Manage document categories
Expenses	Read / Create / Update / Delete expenses, Manage expense categories
Forms	Read forms, Create forms, Submit forms, Amend forms, Void forms, Manage form templates
Inventory	Read / Manage suppliers, Read / Manage inventory items, Read / Create / Update / Delete purchase orders, Read inventory movements, Record inventory consumption, Assign/loan inventory, Return loaned inventory, Void inventory movement
Invoice	Read / Create / Update / Delete invoices
Laboratory	Read all lab results, Read lab results of patients in their care, Create lab orders, Edit lab order links, Cancel lab orders, Process lab orders, Verify and release lab results, Manage laboratories, tests and panels, Void and correct released lab results
Medical History	Read / Create / Update / Delete medical history
Notes	Manage note templates. Writing and reading notes follows the permissions of the record they’re on.
Recalls	Read recalls, Manage recalls
Staff Schedules	View staff schedules, Manage staff schedules
Prescriptions	Read / Create / Cancel prescriptions, Read medications list, Create / Update medications list entries
Treatments	Read / Create / Update treatments (catalog), Read / Create / Update / Delete patient treatments. Delete treatments currently has no effect: catalog treatments are retired, not deleted.
Vitals	Read vitals (together with Read patient profiles), Record vitals, Delete vitals, Manage vital signs
WhatsApp	View WhatsApp chats, Reply to WhatsApp chats, View staff WhatsApp chats

Modules without their own permissions (Account Transfers, Adjustments, Staff Transactions, Print) follow the permissions of the records they work with.