Create Custom Roles

Your practice can have staff members with different permission levels. Use roles to customize which staff members have access to different permissions. You can create custom roles on the Roles & Permissions page.

When modifying permissions and settings, the system follows a hierarchical order.

• The system initially looks for any user-level settings to show
• If there's no user setting, the system looks for any role-level settings
• If there's no role-level setting, the system looks for any practice-level setting
• If there's no practice-level setting, the system shows the DrChrono default settings

Create a custom role

1. Select Account > Practice Management > General Management > Roles & Permissions.
2. Select Add Role.

3. Enter the name and description of your new custom role. 
4. Select the permissions and then select Add Role.

Your new role appears at the bottom of the role list. Unlike system roles, you can edit and delete the custom roles you've created.