Article 2 of 5
Clinic administrators only
How to manage staff roles and access
Review a team member's role and activation in their staff record.
Open the staff member
Go to Staff and select the person. Check their identity and current role in Overview.
Open Manage
Use the available role and account-status controls. Review any confirmation before applying an access change.
Review their ongoing work
Check the person's schedule and patient assignments when changing access. A clinic operations role does not grant access to clinical notes.