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Assign Roles & Permission

Control what a Team Member can see and do in the platform by assigning them a Role.

Roles define a Team Member’s permissions across the platform. You can assign a Role when creating a new Team Member or editing an existing one.

 

 

✅ How to Assign a Role

  1. Go to Administration → Team Members

  2. To edit an existing Team Member, click the ••• menu beside their name and select Edit

    To add a new Team Member, click + New

  3. Scroll down to the Role section

  4. Click the dropdown to view the list of available roles (e.g. Clinician User, Super User)

  5. Select the appropriate Role for the Team Member

    🛠️ Roles must be created and configured first via the Roles & Permissions section.

  6. Click Save to confirm the assignment

👥 Can a Team Member have more than one Role?

Team Members can only be assigned one Role at a time. However, since you have the ability to create custom Roles with tailored permission sets, you can design different Roles to suit different needs.