Role permissions: clients, analytics and more

What the clients, analytics, stock, marketing and setup groups allow when you're setting up a role.

Table of Contents

Open a role on Team, Roles to see these groups.

Clients: view, create, edit and merge patients, see contact details and financials, import and export.
Medical records: forms, notes, photos, prescriptions and labs.
Reports: categories, plus building and exporting reports.
Inventory: stock, orders and cost prices.
Marketing: campaigns, workflows, reviews, promotions and loyalty.
Setup: business settings and integrations.

Tick the group box to select everything inside.

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