Roles explained
How roles save you setting permissions one by one, and when to use them.
Table of Contents
A role is a named set of permissions, such as Receptionist or Practitioner. Give it to everyone doing that job, and change it in one place.
Built-in roles have every permission and can't be changed.
Your own roles have just what you tick.
A person can also have their own permissions, set with Set Permission Myself.
Create a role per job rather than a role per person. It keeps access easier to review.
Up next
Next, read Role permissions: calendar, team and leads.