Roles & Permissions

The Clinic Portal uses a role-based access system. The Owner always has full access. Other staff members have permissions set by the owner.

The account that claimed the clinic listing. Owners have unrestricted access to all portal features, including billing, staff management, and security settings. There can only be one owner per clinic.

Manager

Managers have broad access but cannot:

Manage the subscription or billing
Change the owner's security settings
Delete the clinic

Receptionist

Receptionists can manage appointments, view patient information, and communicate via chat, but cannot access financial or staff management sections.

Staff

Staff have the most limited access. The owner or manager sets their exact permissions when inviting them.

Permission matrix

Permission	Owner	Manager	Receptionist	Staff
Manage doctors	✅	✅	❌	Configurable
Manage appointments	✅	✅	✅	Configurable
View & send chat	✅	✅	✅	Configurable
Manage documents	✅	✅	✅	Configurable
Manage referrals	✅	✅	Configurable	Configurable
Manage quotes	✅	✅	Configurable	Configurable
Manage loyalty	✅	✅	❌	Configurable
View billing	✅	❌	❌	❌
Manage staff	✅	✅	❌	❌
Change settings	✅	✅	❌	❌
Manage prescriptions	✅	✅	Configurable	Configurable
Manage integrations	✅	✅	❌	❌
Access Centaur AI	✅	✅	❌	❌
Write clinic blog	✅	✅	Configurable	Configurable

Setting custom permissions

When you invite a staff member, you can toggle individual permissions on or off. Permissions can also be updated later from Staff → Edit.

Important: Changes to permissions take effect immediately. The affected staff member does not need to log out and back in.