Practice Settings
Review Roles and Capabilities
Check what each team access role can do.
Review roles and capabilities before changing a teammate's access.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Team.
Select Roles & Capabilities.
Review the role matrix before changing a teammate.
Return to Teams when you are ready to edit a member.
You can now choose the right access role with more confidence.
Tip: Use the matrix before giving someone broader access.
Troubleshooting
A teammate cannot perform a task. Compare their current access role with the task they need.
A role looks too broad. Choose a narrower role, then adjust later if needed.
Related
- Before this: Invite Team Members
- After this: Manage Team Members
- Instead: Update Your Profile
Need help? Contact your administrator or reach out to support.