Only Carepatron users with Workspace settings edit access can customize permissions for new and existing team members in your Carepatron workspace.
Learn how to access the Users & Teams permission settings to update user permissions. Users will need to log out of the account and back in before updates to their permissions will take effect.
Client & Contact profiles
Customize which client or contact records a user can view or edit. You can select from the following permissions:
View access
None: No access to client & contact records
Assigned Only: Can only access client & contact records which they are assigned
Everything: Can access all client & contact records
Edit Access
None: Not able to edit any client & contact records
Assigned Only: Can only edit client & contact records which they are assigned
Everything: Can edit all client & contact records
Client & Contact documentation
Customize which client & contact documentation a user can view or edit. You can select from the following permissions:
View access
None: No access to client & contact documentation
Assigned Only: Can only access client & contact documentation which they are assigned
Everything: Can access all client & contact documentation
Edit Access
None: Not able to edit any client & contact documentation
Assigned Only: Can only edit client & contact documentation which they are assigned
Everything: Can edit all client & contact documentation
Scheduling & Calendars
Customize which scheduling tools and Calendars the user can view or edit. You can select from the following permissions:
View access
Own calendar: Can view their own calendar
Everything: Can view all calendars
Edit Access
Own calendar: Can edit their own calendar
Everything: Can edit all calendars
Invoices & Payments
Customize which invoices or payments the user can view or edit and process. You can select from the following permissions:
View access
None: No access to invoices & payments
Assigned Only: Can only access invoices & payments for clients they are assigned
Everything: Can access all invoices & payments
Edit Access
None: Are not able to edit any invoices & payments
Assigned Only: Can only edit invoices & payments for clients they are assigned
Everything: Can edit all invoices & payments
Workspace settings
Customize which workspace settings the user can view or edit. You can select from the following permissions:
View access
None: No access to workspace settings
Everything: Can view all workspace settings
Edit Access
None: No edit access
Everything: Can edit all workspace settings
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.