Granular permission management across your entire team. Set access levels by role, location, or individual staff member. Protect sensitive client data and financial information while giving everyone precisely the tools they need — no more, no less.
How It Works
01
Navigate to Admin Area → Access Control Lists
02
Create permission roles such as Receptionist, Therapist, or Manager
03
Toggle read, write, and delete permissions per module for each role
04
Assign roles to individual staff members — changes take effect immediately
Key Features
Role-Based Permissions
Per-Module Control
Location-Based Access
Read/Write/Delete Levels
Audit Trail
Instant Role Updates
Multi-Location Support
GDPR Compliant
Pro Tips
Apply the principle of least privilege — give staff only the access they actually need
Create a restricted role for external contractors with read-only access to relevant modules
Review all access control settings quarterly as part of your GDPR compliance audit