Your practice can have staff members with different permission levels. You can use roles to customize which staff members have access to different permissions.
The procedure below shows images from the Staff page, but the instructions for the provider workflow is the same.
Edit a provider's or staff member's permissions
- Select Account > Practice Management > General Management > Providers or Staff.
- Select View and scroll down to the Permissions section.
The assigned role and description appear at the top of the section. You can search for permissions to see whether they're enabled for the provider or staff member, or filter by enabled or disabled permissions.
- Select Edit to open the Edit Role & Permissions side panel.
- Add or remove permissions by turning toggle switches on or off, and select Save Changes.
Permissions are organized by category, and you can enable or disable them individually or by group. You can also use the Permission Grid to select user permissions you'd like to compare side by side.
Permission Grid
The Permission Grid provides a quick overview of users' permissions. Hover over the i icon 
to view the permission description.
- Select Account > Practice Management > General Management > Roles & Permissions.
- Select Permission Grid.
- Select the users whose permissions you'd like to compare side by side. You can also search for specific permissions to compare side by side.
