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Change a user's role

🔐 Only Admin users have permission to change a user's role.

Here's how to change a user's role:

1) Navigate to the profile icon in the top right corner and select Clinic settings.


2) Select the Users tab and locate the user whose role you want to change. Click the pencil icon.

3) Choose the role (Admin, Provider, or Front Office) you'd like to switch the user to, and click Save. The user's role will automatically update.


Delete

💡Pro Tips:

  • You can assign multiple user levels to a single user. The user will be granted access based on the highest level assigned.
  • Wondering which access level to assign? Check out our permissions by role article. 


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