Staff logins
Each person gets their own login and sees only what their role allows. Open Clinic → Team and click Add staff login:
- Name, e-mail and role: Clinic manager, Doctor, Nurse, Receptionist or Accountant.
- A Doctor login is linked to a Doctor profile and sees that doctor's own schedule and patients.
- Access: a Temporary password you hand over (changed at first sign-in), or an Invitation link valid for 7 days.
Roles & permissions
The Roles & permissions tab shows the Permission matrix for every role. Built-in roles cover most clinics; create a New role when someone needs a different mix of access. Owners always have every permission.
Page access for one member
In the members list, click the Page access icon next to a person to add pages to their role or hide pages from them.
Disabling a login
A disabled login can't sign in; their history stays in the clinic. Remove from clinic ends access immediately, while past appointments and notes stay.