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.