Roles and permissions
Updated
Everyone has a role in the account. Each role can do everything the one before can, and more.
| Role | What they can do |
|---|---|
| Patient | Use the patient portal: their appointments, payments and images. |
| Administrative (staff) | Manage appointments, urgent requests and the waitlist, and review payment receipts. They don't see clinical records. |
| Professional (doctor) | Plus: patients and clinical records, services, availability, sales and reports, and their clinic's settings. |
| Administrator | Plus: invite and edit users, add members to clinics, connect MercadoPago and Talo, change payment policies, delete patients with no records and export reports. |
| Owner | Plus: the plan and billing, API keys and public image links. There's one owner per account. |
Good to know
- Each person's role at a clinic (Doctor, Staff or Administrator) is set in Doctors.
- When something isn't available for your role, it's read-only or missing from the menu.