Roles Access
Roles Access assigns permissions to a role. Select a role, expand modules (Dashboard, Patient Management, Billing, and others), check the operations that role should have, then Save Role Access. Everyone with that role inherits those permissions unless User Access overrides them for one person. Super Admins always can manage this; other users need Role Access → View Role Access and Manage Role Access to edit.
- Practices
- Role Management
- Modules/Operations
- Roles Access
- User Access
- User Management
- Practice Forms
- Referring Providers
- Logs History
- Developer Settings
- Client Registration
- Labs
Role Permissions
- Front Desk
- MA
- Patient
- Admin
- Biller
Role Permissions Screen
Open Administration → Roles Access to see the Role Permissions layout: role selector, permission tree, and save actions.
Who Can Use Roles Access
Super Admins always have access. Other users need Role Access permissions: View Role Access to open the screen and Manage Role Access to change and save checkboxes. Without Manage, they may view but not update.
Role Selector
Use the role dropdown and Search roles to pick Front Desk, MA, Patient, Admin, Biller, or another role before editing access.
Permission Categories
Categories such as Dashboard and Patient Management group related operations and show a selected/total count (for example 51 / 51).
Category Checkboxes
Use the category-level checkbox to select or clear all operations in that section at once.
Individual Permission Checkboxes
Check or uncheck single operations such as Documents Tab, View Dashboard, or Add Patient.
Expand and Collapse Categories
Use the chevron on each category to show or hide its list of permission rows.
Save Role Access
Click Save Role Access to commit the checked permissions for the selected role. Changes apply to all users who have that role (except Super Admins, who bypass most checks).
Deselect All
Use Deselect All to clear every permission checkbox for the current role so you can rebuild the set carefully.
Super Admin Bypass
Accounts with user type Super Admin bypass most permission checkboxes for application screens. Roles Access mainly controls Doctor, Staff, Clinic, and similar practice users—not Super Admin full access.