User Access
User Access sets permissions for one user at a time using the same module tree as Roles Access (Dashboard through Labs). Use it to grant extra access or tighten access without changing the whole role. Patient accounts are not listed here. Super Admins always can manage this; other users need User Access → View User Access and Manage User 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
User Access
The live list is long and scrollable. Categories mirror every module defined under Modules/Operations—from Dashboard through Labs in Administration.
How User Access relates to Roles Access and Modules/Operations
Modules/Operations defines modules, tabs, and operation names. Roles Access sets default permissions per role (Front Desk, Provider, etc.). User Access overrides those defaults for one user—same checkbox tree, but scoped to the selected user account.
Expand any category, check operations, then click Save User Access. Use Select All to grant every operation, or clear checkboxes individually. Nested tabs (for example General Appointments Tab under Appointment Management) work the same way as on Modules/Operations.
User Access Screen
Open Administration → User Access to configure the scrollable permission tree for a single selected user.
Who Can Use User Access
Super Admins always have access. Other users need User Access permissions: View User Access to open the screen and Manage User Access (or equivalent Edit) to change and save checkboxes.
User Access vs Roles Access
Roles Access sets permissions by role for everyone with that role. User Access overrides or customizes permissions for one specific user account. Prefer Roles Access for standard jobs; use User Access for exceptions only.
User Selector
Pick the account to configure from the user dropdown (name and user type are shown). Patient user types are excluded from this list; you also cannot select your own logged-in account in some cases.
Save User Access
Click Save User Access to commit checkbox changes for the selected user.
Select All
Use Select All to check every operation in the tree for the current user in one action—review carefully before saving.
Module Categories (Dashboard through Labs)
Categories such as Dashboard, Patient Management, Appointment Management, Chats, Billing, Reports, and Labs each show a selected/total count and expand to list operations.
Nested Tabs and Sub-operations
Some categories contain tabs (for example General Appointments Tab) that expand again to show individual operations—the same nested pattern as Modules/Operations.
Category and Item Checkboxes
Use the category checkbox to bulk-select a module, or check single rows such as Add Patient, Edit Message, or View Dashboard.
Selected / Total Counts
Read counts like 0 / 51 or 0 / 105 to see how many operations are granted in each module before you save.
Where Operations Come From
Operations listed here are defined in Modules/Operations. User Access only controls which of those operations this user may perform; it does not create new permission keys.
Best Practice
Keep job-based access on Roles Access. Use User Access when one person needs temporary extra rights (or fewer rights) without changing every user who shares that role.