Role Management
Please note: Only the practice administrator can add a role.
Roles are used to manage account permissions. This allows you to either restrict or grant access to specific actions within Crossuite accounts.
Go to [My account] > [Role management].
Add Roles
Press [Add Role]. Enter the name and description. If applicable, select a role under Copy permissions from.
Click [Save] to add this role.
Modify Roles
Click [Edit role] to adjust the role
Tick the appropriate permissions or copy them from another role using the button on the right.
Click the [X] button in the top right to close this. Your changes are automatically saved.
Assign Roles
Go to My account > [Users]. For the colleague, click [
Edit colleague].
Click on the role here to change it. Confirm the change with [Save changes].