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Can’t See a Feature or Patient? It Might Be a Permissions Issue

If a Team Member can’t see a patient, access a feature, or perform certain actions, the most likely cause is a role-based permissions issue.

🔐 How Permissions Work

Every Team Member is assigned a Role (e.g. Admin, Clinician, Reception) in the Staff Portal.
Each role has specific permissions that control what the user can view and do across the platform.

🔧 Permissions are managed in:
Administration → Roles & Permissions

✅ How to Check and Fix It

  1. Go to Administration → Team Members
  2. Find the Team Member having the issue.
  3. Click their name to view details.
  4. Check which Role they’re assigned to.
  5. Go to Administration → Roles & Permissions and open that role.
  6. Review the permissions and ensure the relevant ones are enabled.

⚠️ Changes to roles apply to all Team Members assigned that role.
If you need custom access for just one person, consider duplicating the role and editing it.

🧩 Not a Permissions Issue? Some Features Are Plan-Based

Some features are included on selected plans or as paid platform extensions. If a feature isn't part of your Organisation's current plan, it won't appear in the Staff Portal at all, no matter which permissions a Role has enabled.

If you think a feature is missing for this reason, contact Wellifiy support or your account manager to discuss activation.