Change a provider or staff member's role | Edit a provider's or staff member's role | Change a provider's or staff member's role from custom to system
Your practice can have staff members with different permission levels. Use roles to customize which staff members have access to different permissions. You can edit or change provider or staff roles on the Providers or Staff page.
Change a provider's or staff member's role
- Select Account > Practice Management > General Management > Providers or Staff.
- Select View for a specific provider or staff member and scroll down to the Permissions section.
The assigned role and description appear at the top of the section.
- Select Edit to open the Edit Role & Permissions side panel.
- Select the new role from the Role menu and then select Save Changes.
Edit a provider's or staff member's role
From the Edit Role & Permissions drawer, update the permissions and select Save Changes.
Permissions are organized by category, and you can enable or disable them individually or by group.
In the example below, we searched for message permissions for a staff member with the Nurse role and enabled the Access All Messages for Practice Group permission. Once you modify a system role, the Role dropdown no longer shows a system role selection.
In the Permissions section, our staff member's role is now listed as a custom role.
On the Staff page, our staff member's role is also listed as a custom role.
Change a provider's or staff member's role from custom to system
From the Edit Role & Permissions drawer, select an option from the Role dropdown and select Save Changes.
In the Permissions section, our staff member now has the nurse system role.
On the Staff page, our staff member's role is also listed as a system role.
