Editing a Staff Role for Your Practice Group
Within your practice, different staff members will have different levels of permission. With staff roles, you can easily customize which staff members have access to different permissions within the DrChrono EHR. This guide will teach you how to edit your existing staff roles.
To begin, mouse over the Account section in the DrChrono navigation bar and a dropdown menu should appear. Select the Staff Permissions option to enter the Permissions Administration page.
To edit a new role, select the Roles tab on the Permissions Administration page. Here you can view a list of active roles that can be applied to your staff members.
To the right of the role, you would like to edit, hit the Edit button. Note that you cannot edit default roles.
When you select Edit, you may edit permissions by using the checkboxes to select and deselect permissions. If you would like to change the permissions of existing users in this role, make sure that the Update Users with Role checkbox is selected. When finished, select the Save Role button.
