Understand staff access levels

The four access levels

• Owner: full access, including billing and the main practice details.
• Administrator: manages the diary, patients, services, practitioners, and clinic settings.
• Practitioner: sees their own diary, bookings, patients, and practitioner profile.
• Office Admin: manages bookings, approvals, and customer records without access to reports, business settings, billing, or team access.

Choose the lowest access that works

Give each person only the access they need for their normal work. You can change a team member’s role later. Owner access is protected and only an owner can grant administrator access.