There are two roles in the Practice Portal: Admin and User (a standard user). Both can manage day-to-day work like bookings and the practice profile. Admin gets the additional things that affect money, access and integrations.
What both roles can do
- View the dashboard and the activity feed
- View, filter, cancel and reschedule bookings
- Search for patients and manage patient blocks
- Manage availability (non-integrated practices only)
- Add, edit, archive and reorder practitioners
- Edit appointment types
- Edit the public listing (contact, address, opening hours, About, photos, services, etc.)
- Manage policies shown to patients during booking
- Manage patient communications (custom messages, reminder status)
- Add and manage notification recipients
- See and use the Billing menu (Account, Bookings, Invoices)
- Add, change or remove payment methods on file
- Update billing details (legal entity, ABN, billing email, billing address)
- Request billing adjustments and view invoices
What only an admin can do
- Invite, edit and remove portal users (under Setup → Users)
- Connect, sync, reconnect, unlink or delete a practice management system integration (under Setup → Integration)
How to change someone's role
If you're already an admin, go to Setup → Users, find the teammate, click the edit icon, change the role and save. The role description in the dialog explains what each can do. See Change a teammate's role.
Tips & things to watch for
- Roles are per-practice. The same person can be admin at one practice and standard user at another.
- A standard user trying to navigate to an admin-only URL (e.g. by following a link in an email) will not see the page in their sidebar but may still load the URL — admin-only data simply won't load. The cleanest fix is for an admin to upgrade their role.
- The dialog where you choose a role shows a short description so you know what you're picking before you save.
Comments
0 comments
Please sign in to leave a comment.