Staff roles and what each can do

Clinic admins manage the account: organization details, staff and seats, shared rooms, billing, and which features are on for everybody.

Providers see clients. They have their own room, their own queue and their own settings, and they can be added to shared rooms.

Everyone sees clients. An admin is a provider with the account on top, which is exactly what the single provider practice needs, since that one person is both.

Everybody you invite is a provider

There is no role choice on the invite form, and no way to change somebody’s role from the staff list. The clinic admin is whoever set the account up.

Caution

This matters when the admin is the one who is away. Nobody else can add staff, change billing or manage shared rooms in their absence, and it cannot be arranged ahead of time from inside the app.