Create Roles & Permissions

The Roles & Permissions feature allows you to define what Team Members can see and do within the platform.

Each Role is made up of specific permissions, which determine the level of access a Team Member has to different parts of the platform.

✅ How to Create or Edit a Role

1. Go to Administration → Roles & Permissions

2. To create a new Role, click the + Role button

   To edit an existing Role, click the ••• menu beside the Role name and select Edit

3. In the Role Permissions modal:

   • Enter a Role name

   • Select the relevant permissions by ticking the checkboxes

4. Click Save to apply the changes

🔐 Available Permissions Explained

• Activities – View and access patient Activities

• Administration – Access administrative functions like Team Member Management, Role configuration, and Case Note Template creation.

• Case Notes – Create, edit, and view Case Notes for patients

• Check-Ins – View patient check-ins

• Create Patient – Permission to create a new patient profile

• Delete Patient – Ability to delete a patient record (use with caution)

• Messaging Management – Create Group Channels, and edit and delete message posts.

• Patient Management – Create, edit and configure Patient Groups, and manage Pending Patients

• Portal Management – Manage content and settings within the Patient Portal

• Reporting – View organisation wide usage, appointments, assessment and form data

• Team Calendars – Access calendars and availability settings for all Team Members and create and manage bookable services.

• View All Patients –  Grants access to view all patients in the system, regardless of whether the Team Member is assigned to them as a Primary Clinician or part of their Patient Group.

🔒 System Roles

Some roles may be marked as System Role - these are pre-configured and cannot be deleted.