Understand your role and what it allows

Why roles matter

A security role controls what a person can see and do across ClinyPal — not everyone on your team needs, or should have, the same access.

The available roles

Role	Typical use
Administrator	Full access, including clinic settings, billing, and team management.
Practitioner	Their own clinical work, appointments, and patient records.
Power Receptionist	Broader front-desk access, including areas a standard receptionist may not need.
Receptionist	Day-to-day booking, check-in, and patient contact tasks.
Bookkeeper	Financial areas - invoices, payments, expenses, and reports.
Scheduler	Calendar and appointment management without wider clinical or financial access.

The security role selector on a user's profile.

Choosing the right role

Match the role to what someone actually needs to do their job — a bookkeeper doesn't need clinical access, and a scheduler doesn't need financial access. Reviewing roles periodically is worth doing, especially as people's responsibilities change.

The main account owner is protected

Whoever created the account is the main owner, with full access to every feature and setting. Their role can't be changed to anything else, and other people can't edit their contact details — this keeps a clinic from being accidentally locked out of its own administrator account.

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