What roles and permissions are available?

Four roles with distinct access levels:

• Admin: full access including team management, billing, organization settings, and all patient data
• Provider: view and manage patients, appointments, and submissions (no settings or billing)
• Staff: manage patients and appointments day-to-day (no settings)
• Patient: limited access to their own data only

Team members are invited by email and assigned a role by an admin. Roles can be changed at any time.