Your team's access now matches their role
Your patients, your diary and your settings are untouched. Nobody has been removed, nobody's role has changed, and every appointment, record, form and message is exactly where it was.
One thing has changed, and it is worth two minutes. Until now everyone on your team could open everything: the Finance ledger, every report, the whole clinic's takings. That was never a decision anybody made, it is just how the app started out. Seats created since the end of August already start with access that matches the job. Today the seats you already had have been brought into line with them.
What each role starts with now
- Owner. Everything, exactly as before. Owners are not affected by any of this.
- Practitioner and Prescriber. Patient records and clinical notes. Not the clinic's finances or reports.
- Admin. Bookings, patient contact details and chairside payment. Not the clinic's finances or reports.
Two things are worth saying plainly. Chairside money is unaffected for everybody: recording a payment, reading a patient's balance and raising their invoice all still work, because somebody at the desk has to be able to work the till. And the rota moved too: the Shifts page, which is everyone's working patterns, time off and extra shifts, is now owner-only unless you switch it back on for somebody.
What you may want to do
- Give the finances back to whoever needs them. A practice manager, a bookkeeper or an accountant almost certainly does. Go to Settings > Team, open their card, tick Finance and reports under Access and press Save access. It takes about ten seconds each.
- Decide who edits the rota. Same card, the Rota switch beside it. If one of your practitioners has always built the schedule, they will want it back.
- Nothing else. If your team is you, or you and one practitioner, there is probably nothing here for you to do at all.
An owner can put any of this back at any time, and changing somebody's role does not reset their switches. The full detail is in Choosing the right role for each team member and What an Admin seat can and cannot see in the help centre.