Create and Edit Custom Roles

How to create and edit custom roles for your clinic

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

You can create and edit custom roles for your practice at any time.

Note: To create and edit custom roles you must be assigned a role that gives you editing permissions for Roles. For information on how to be assigned a role, see here.

In this article:

Create a Custom Role

Managers, and users who have been given role editing permissions, can create roles for your clinic. Created roles can have a fully customised set of editing permissions.

1. Go to Settings, then the Roles tab.

2. Click New in the top right-hand corner.

3. Give the new role a name.

4. Open the different dropdown menus and tick the permissions that you want to give to the role. You can select Allow all to automatically tick all the permissions in a section.

5. Click Save in the top right-hand corner of the page.

The custom role appears in the Roles tab.

Edit a Custom Role

You can edit the permissions of a custom role at any time:

1. Go to Settings, then the Roles tab.

2. Select the role you want to edit.

3. Make the edits you want. You can rename the role, or open the dropdown menus and tick and untick the permissions you want for the role.

4. Click Save when you have finished editing.

5. Go to Users, access the user for whom you wish to apply this role to and scroll down to the below section to apply this new custom role to them:

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