Finding a permission
The permissions tab for a role can be long. Use the search box at the top of the tab to narrow it down — type any part of a permission’s name or its description (for example, “invoice”) and the list shows only the matching permissions. Groups with nothing that matches are hidden while you search. Clear the box to bring the full list back. While a search is active you can still switch individual permissions on and off. The group-level and “All Permissions” switches turn back on once you clear the search, so they always apply to the full list rather than to a filtered subset.Access
Control cross-location data visibility.AI Features
Control access to AI-powered tools and assistants.Analytics
Access analytics dashboards and reports.Appointment Checklist
Control who can complete each appointment checklist step from the Patient Status panel and patient sidebar. Without the matching permission, a staff member can see a step but can’t mark it done.Billing
Manage charges, invoices, and payment processing.Clock In
Manage clock in/clock out and time tracking.Downloads
Control ability to download and export files.Clinical
Access clinical documentation, gallery, and e-prescribing.Commissions
Manage commission structures, reports, and provider payouts.Forms
Access form submissions and management.
Staff with View Form Submissions can still open submitted forms and use form filters, even if they cannot view or manage form templates.
Inventory
Manage inventory and adjustments.
Staff with View Inventory but not Manage Inventory can open the inventory screens and see stock, suppliers, shipments, and purchase orders, but the actions that change them — add, edit, archive, transfer, drawdown, and the like — stay hidden.
Creating and editing the catalog items themselves — products, packages, medications, and gift cards — is separate. Those live under Settings - Catalog below.
Insurance Carriers
Manage the saved carrier and plan catalog.Labs
Access lab orders and results.
Without View Labs, the patient’s Labs tab is hidden. It appears only for clinics with lab ordering turned on.
Loyalty Points
Adjust patient loyalty points.Memberships
Access membership management.Messaging
Manage SMS, calls, emails, and patient communications.Medications
Manage medication dose records. Creating, editing, and deleting doses are now separate permissions, so you can let a staff member add doses without also letting them change or remove existing ones.Notes
Create and manage clinical notes and documentation.Patients
Manage patient information and records.Reviews
View patient reviews and how they’re collected.Role Management
Manage roles and permission assignments.Scheduling
View and manage the calendar, appointments, shifts and blocks.Settings
Manage workspace configuration.Settings - AI Assistants
Configure AI assistants and automation.Settings - Catalog
Manage catalog items (products, packages, medications, gift cards).
These used to be part of Manage Inventory, so a role that had it keeps all four. Splitting them out means you can let someone receive shipments and adjust stock without also letting them change prices in the catalog — remove the ones they don’t need.