Roles

Within settings you can set users as either administrators or advisers:
Administrators
  • Administrators can access the practices settings area and make changes that affect the entire subscription such as:
  • Inviting team members
  • Deactivating team members who have left your organisation
  • Updating billing and subscription details
  • Your company should always have one administrator user, for this reason administrators cannot change their own roles - only another administrator could do this.

Advisers
  • These users have no access to practice settings, all the options they can change only affects their owns ession.
  • New users invited to a team will start with this role by default.