What are access roles?
An access role decides what someone can see and do, like Office manager, Front desk, Clinical or Admin. Set them in Settings › People › Access roles, and give each person theirs under People.
Someone with more than one job (an assistant who also works the desk) can do anything any of their roles allows.
Was this article helpful?
Thanks for letting us know.
Sorry it didn't help. Email support and tell us what you were looking for.