Provide Access Roles

Granting User Access Permissions

You can allow your administrator, accountant, or office manager to access specific features of the platform by managing their access permissions. Follow the steps below to assign roles and customize access:

Step 1: Set Role Permissions

1. From the main dashboard, go to Settings.

2. Click on Access Roles.

3. Select a user role (e.g., Administrator, Clinician, Organization).

4. Toggle the switches On/Off to enable or disable access to specific features.

📌 Tip: Use this step to define what each role can or cannot access within the system.

Step 2: Add a New User

1. From your dashboard, navigate to Add User.

2. Under the Role dropdown, select the appropriate role (e.g., Administrator, Clinician, Organization).

3. Fill out the required user details including:

   • First Name / Last Name

   • Phone Number

   • Address

   • Country, State, City, Zip Code

4. Click Save User to complete the process.