<h3>How to Manage User Roles &amp; Permissions</h3>
<ol start="1">
<li>
Navigate to Access Roles
<ul>
<li>
Go to&nbsp;Settings&nbsp;→&nbsp;Access Roles&nbsp;(as shown in your screenshot)
</li>
<li>
Note: Only account owners/subscribers have full access to this section
</li>
</ul>
</li>
<li>
Select or Create a Role
<ul>
<li>
Choose an existing role (e.g., "Admin," "Clinician," "Billing Staff")
</li>
<li>
Or click&nbsp;"+ New Role"&nbsp;to create custom roles (e.g., "Intern," "Insurance Specialist")
</li>
</ul>
</li>
<li>
Modify Permissions
<ul>
<li>
For each feature (e.g., "Session Notes," "Billing," "Client Records"):
<ul>
<li>
Toggle ON&nbsp;(➊) to grant access
</li>
<li>
Toggle OFF&nbsp;(➋) to restrict access
</li>
</ul>
</li>
<li>
Hover over buttons to see tooltips explaining each permission
</li>
</ul>
</li>
</ol>
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Video Tutorial: <a href="https://youtu.be/2Xv4Y3LMvY8" target="_self">https://youtu.be/2Xv4Y3LMvY8</a>

HOW TO MANAGE USER ROLES & PERMISSIONS

 1. Navigate to Access Roles
    
    * Go to Settings → Access Roles (as shown in your screenshot)
    
    * Note: Only account owners/subscribers have full access to this section

 2. Select or Create a Role
    
    * Choose an existing role (e.g., "Admin," "Clinician," "Billing Staff")
    
    * Or click "+ New Role" to create custom roles (e.g., "Intern," "Insurance Specialist")

 3. Modify Permissions
    
    * For each feature (e.g., "Session Notes," "Billing," "Client Records"):
      
      * Toggle ON (➊) to grant access
      
      * Toggle OFF (➋) to restrict access
    
    * Hover over buttons to see tooltips explaining each permission



Video Tutorial:

Roles and User Access

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