> ## Documentation Index > Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt > Use this file to discover all available pages before exploring further. # Permissions Reference > Complete list of all permissions and what they control. Decoda uses role-based access control to manage what each staff member can see and do. Every user is assigned a role, and each role has a set of permissions drawn from the modules listed below. Admins automatically have all permissions. When you change a role's permissions, the update applies immediately to every user with that role. For instructions on creating and editing roles, see [Users, Roles & Permissions](/modules/settings/users). ## 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. | Permission | What It Does | | ----------------- | ------------------------------------------------------------- | | See All Locations | Bypass location visibility restrictions to view all locations | ## AI Features Control access to AI-powered tools and assistants. | Permission | What It Does | | ------------------- | ----------------------------------------------------------------------------------------------- | | Use AI Features | Access basic AI tools like content generation, summaries, and page assistants | | Use Analytics Agent | Use the Ask Decoda analytics agent to query patient and billing data | | Use Platform Agent | Use the AI platform agent that can take actions like creating appointments and sending messages | ## Analytics Access analytics dashboards and reports. | Permission | What It Does | | ---------------- | ------------------------------------------------ | | View Analytics | View analytics dashboards and reports | | Export Analytics | Export analytics data to CSV/Excel | | Manage Analytics | Create and edit analytics dashboards and widgets | ## 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. | Permission | What It Does | | --------------------------- | ----------------------------------------- | | Complete Checked In | Mark patients as checked in | | Complete Filled Forms | Mark intake forms as complete | | Complete With MA | Mark patients as with a medical assistant | | Complete Measurements Taken | Mark measurements as recorded | | Complete Dose Taken | Mark a dose as administered | | Complete With Provider | Mark patients as with the provider | | Complete Note Taken | Mark the clinical note step complete | | Complete Picture Taken | Mark before/after photos as taken | | Complete Payment Made | Mark the payment step complete | | Complete GFE Requested | Mark a Good Faith Exam as requested | | Complete Care Plan | Mark the care plan step complete | ## Billing Manage charges, invoices, and payment processing. | Permission | What It Does | | ------------------------- | ------------------------------------------------- | | Apply Discounts | Apply discounts to items in the cart and checkout | | Export Charges | Export charges data to CSV/Excel | | Edit Sold By | Edit the sold by provider on charges and packages | | View Invoices | View billing invoices | | Manage Invoices | Create and edit invoices | | Export Payments | Export payments data to CSV/Excel | | Process Payments | Process and manage payments | | Process Refunds | Process refunds and adjustments | | Delete Payments & Charges | Delete (archive) payments and charges | | View Billing | View charges, invoices, and payment information | | View Deposits | View deposit transactions and settlements | | View Reports | View billing reports and dashboards | ## Clock In Manage clock in/clock out and time tracking. | Permission | What It Does | | ------------------------- | ------------------------------------------------- | | Export Clock-In History | Export clock-in history data to CSV/Excel | | Edit Clock In/Out Times | Edit clock in and clock out times for all users | | Skip Clock In | User does not need to clock in or clock out | | View Own Clock In History | View your own clock in and clock out history | | View All Clock In History | View clock in and clock out history for all users | ## Downloads Control ability to download and export files. | Permission | What It Does | | ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Download & Export Files | Download documents, images, and other file attachments. CSV/Excel export of analytics, charges, payments, patients, and other lists is controlled by the per-area Export permissions instead. | ## Clinical Access clinical documentation, gallery, and e-prescribing. | Permission | What It Does | | ------------------ | --------------------------- | | View E-prescribing | View the e-prescribing page | | View Gallery | View the gallery page | | View Notes | View the notes page | ## Commissions Manage commission structures, reports, and provider payouts. | Permission | What It Does | | ------------------------- | -------------------------------------------------------------- | | Export Commissions | Export commissions data to CSV/Excel | | Manage Commissions | Create, edit, and delete commission structures | | Manage Commission Reports | Generate, save, and archive commission reports | | View Commission Reports | View commission reports and payout calculations | | View Own Commissions | View your own commission structures and configurations | | View All Staff Pay | View staff pay, commissions, tips, and hours for all providers | ## Forms Access form submissions and management. | Permission | What It Does | | --------------------- | ------------------------------------------------- | | View Form Submissions | View the form submissions page | | View Form Templates | View the form template list and open form details | | Manage Form Templates | Create and edit form templates | 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. | Permission | What It Does | | ---------------- | ---------------------------------- | | Manage Inventory | Create, edit, and adjust inventory | | View Inventory | View inventory levels and items | 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. ## Memberships Access membership management. | Permission | What It Does | | ---------------- | ------------------------- | | View Memberships | View the memberships page | ## Messaging Manage SMS, calls, emails, and patient communications. | Permission | What It Does | | ---------------------- | ------------------------------------------------------------ | | Make Calls | Make outbound calls to patients | | Send Messages | Send SMS and messages to patients | | View Calls | View call history and logs | | View Messages | View message history and chat logs | | View Emails | View email threads and messages | | Send Emails | Compose and send emails to patients | | View All System Emails | View all system emails (receipts, invoices) sent by any user | | View Faxes | View fax history and logs (Fax add-on only) | | Send Faxes | Send and manage faxes (Fax add-on only) | ## 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. | Permission | What It Does | | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | Create Doses | Add new medication dose records to a patient. Without it, the "Add Dose" and "Duplicate Dose" options are hidden | | Edit Doses | Edit existing medication dose records. Without it, the "Edit Dose" option is hidden | | Delete Doses | Remove medication dose records from a patient. Without it, the "Delete Dose" option is hidden | | Change Dose Provider | Change the administering provider on a medication dose record. Editing a dose is what saves the change, so this works alongside Edit Doses | ## Notes Create and manage clinical notes and documentation. | Permission | What It Does | | ------------------- | ------------------------------------------- | | Archive Notes | Archive and delete clinical notes | | Create Manual Notes | Create and edit manual clinical notes | | Upload Notes | Upload documents and images to create notes | | Use AI Scribe | Access AI scribe for documentation | ## Patients Manage patient information and records. | Permission | What It Does | | ----------------------- | -------------------------------------------------- | | Export Patients | Export patient data to CSV/Excel | | Create Patients | Create new patients (cannot view or edit profiles) | | View Patient Documents | View and manage patient documents | | Manage Patient Profiles | Create and edit patient information | | View Patient Profiles | View detailed patient profiles and information | | View Patients | View patient lists and search | ## Role Management Manage roles and permission assignments. | Permission | What It Does | | ------------ | ----------------------------------------------------- | | Manage Roles | Create, edit, and delete roles and assign permissions | | View Roles | View roles and their permission configurations | ## Scheduling View and manage the calendar, appointments, shifts and blocks. | Permission | What It Does | | ------------------- | -------------------------------------------- | | Manage Appointments | Create and edit appointments | | Delete Appointments | Delete appointments from the calendar | | Manage Blocks | Create and edit blocked time on the calendar | | Manage Shifts | Create and edit provider/staff shifts | | View Schedule | View appointments and calendar | ## Settings Manage workspace configuration. | Permission | What It Does | | --------------- | ---------------------------------- | | Manage Settings | Edit system and workspace settings | | View Settings | View system and workspace settings | ## Settings - AI Assistants Configure AI assistants and automation. | Permission | What It Does | | ------------------------------- | ------------------------------------------ | | Manage Inbound Calling | Configure inbound call assistant | | Manage Outbound Calling | Configure outbound call assistant | | Manage Call Summarizer | Configure call summarizer assistant | | Manage Scribe Assistant | Configure scribe assistant | | Manage Texting Assistant | Configure texting assistant | | View Call Summarizer Settings | View call summarizer configuration | | View Inbound Calling Settings | View inbound call assistant configuration | | View Outbound Calling Settings | View outbound call assistant configuration | | View Scribe Assistant Settings | View scribe assistant configuration | | View Texting Assistant Settings | View texting assistant configuration | ## Settings - Developers Manage API access and webhook configurations. | Permission | What It Does | | ------------------------- | ------------------------------------------ | | Manage Developer Settings | Manage API keys and webhook configurations | | View Developer Settings | View API keys and webhook configurations | ## Settings - Email Manage custom email domains for sending emails. | Permission | What It Does | | -------------------- | ----------------------------------------------- | | Manage Email Domains | Create, edit, verify, and delete email domains | | View Email Domains | View email domain configuration and DNS records | ## Settings - Organization Manage organization-wide settings and configuration. | Permission | What It Does | | --------------------------- | ------------------------------------------------------------------------------- | | Manage Care Pathways | Create, edit, and delete care pathway templates and tags | | Manage Locations | Create and edit practice locations | | Manage Note Template Access | View and manage all note templates, and control who has access to each template | | Manage Note Templates | Create and edit note templates | | Manage Payment Settings | Configure payment and POS devices | | Manage Rules | Create and edit business rules | | Manage Scheduling Settings | Configure scheduling settings | | Manage Services | Create and edit services | | Manage Suggestions Settings | Configure AI suggestion settings | | View Locations | View practice locations | | View Note Templates | View clinical note templates | | View Payment Settings | View payment and POS device settings | | View Rules | View business rules and automation | | View Scheduling Settings | View scheduling configuration | | View Suggestions Settings | View AI suggestion configuration | ## Sign-off Approve and sign off items. | Permission | What It Does | | -------------------- | ----------------------------------------------------------------- | | Sign off medications | Allow signing off administered doses/medications | | Sign off notes | Allow signing off notes | | Sign off documents | Allow reviewing, commenting on, and signing off patient documents | ## Tag Management Manage organizational tags for categorizing roles and users. | Permission | What It Does | | ----------- | ---------------------------------------------- | | Manage Tags | Create, edit, and delete organizational tags | | View Tags | View organizational tags and their assignments | ## Tasks Manage tasks and assignments. | Permission | What It Does | | ------------ | ------------------------------ | | Manage Tasks | Create, edit, and assign tasks | | View Tasks | View tasks and task activity | ## Usage View system usage and billing information. | Permission | What It Does | | ---------- | ------------------------------------------ | | View Usage | View usage reports and billing information | ## Users Manage employees and user accounts. | Permission | What It Does | | ------------ | ---------------------------------- | | Manage Users | Create, edit, and invite users | | View Users | View employee and user information |