Why your Settings menu might look different
ClinyPal tailors the navigation and Settings menu to your role. If you don't see a settings link that's mentioned elsewhere in the help center, this is almost always why — it's role-gated, and you'll need an Administrator to grant access or make the change for you.
What you'll learn
- The staff roles in ClinyPal and what each one generally covers
- Which specific Settings pages are Administrator-only
- Which pages are open to both Administrators and Power Receptionists
- What to do if you're missing access you think you need
The roles
- Administrator — the main owner/admin role, with full access across the system.
- Power Receptionist — a receptionist role with elevated access to some administrative areas beyond standard staff.
- General staff roles — practitioners and other team members with standard access to day-to-day work, but not the administrative pages listed below.
Which Settings pages are role-gated
| Page | Who can see it |
|---|---|
| Users & Practitioners | Administrators only |
| Clinic Departments | Administrators only |
| Subscription | Administrators only |
| Patient Privacy Settings | Administrators only |
| Data Import | Administrators and Power Receptionists |
| Data Export | Administrators and Power Receptionists |
Everything else follows standard access Settings pages not listed in the table above are generally visible to staff with standard access. This list covers the specific pages that are restricted beyond that.
Two side-by-side Settings menus — an Administrator's full menu including Users & Practitioners, Clinic Departments, Subscription, and Patient Privacy Settings, versus a general staff member's shorter menu without those links.
If you're missing access
If you expect to see a settings link and it isn't there, check with your clinic's Administrator. They can review your role and, if appropriate, grant you access — see Editing a User for how role changes are made.
Users & Practitioners: Managing Your Team
How Administrators add staff, assign roles, and manage the team list.
Editing a User
How to change a staff member's role and other account details.
Common questions
Data Export is visible to Administrators and Power Receptionists specifically. If you have the standard receptionist role rather than Power Receptionist, ask your Administrator to review your role.
No. Subscription, along with Users & Practitioners, Clinic Departments, and Patient Privacy Settings, is visible to Administrators only.
Your clinic's Administrator manages staff roles from Users & Practitioners.
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