Manage roles and permissions

Roles vs access

Two separate ideas: a role defines allowed actions (view, create, edit, delete) per module; access scope (branches, specialties) defines which data the user sees. A receptionist role with no branch restriction still sees all branches.

Edit a role

1. Go to Settings → Roles.
2. Open a role to see its permission matrix grouped by module.
3. Toggle the actions you want and save — changes apply on the next page load.

Custom roles

Create custom roles for cases like an accountant who needs Billing but not Patients.