Only Carepatron users with Workspace settings edit access can customize permissions for new and existing team members in your Carepatron workspace.
In this guide, we’ll cover:
Note: Users will need to log out of their accounts and log back in before their permissions updates take effect. Permissions are only available on the Advanced plan.
How to set and edit permissions
Only users with Workspace Settings edit permission can change a user's permissions. Start by navigating to the Your Team page on the left-hand-side menu.
Click the name of the team member from your list.
Select the Permissions tab.
Select Edit details to update permissions or assign clients to grant access to specific clients.
Click Save.
Client and 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 that they are assigned to
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 that are assigned
Everything: Can edit all client & contact records
Client and 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 that they are assigned to
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 that they are assigned to
Everything: Can edit all client & contact documentation
Important: When Edit access is turned on for "Client and contact documentation," it automatically enables Edit access for "Client and contact profiles," but not View access for that same section.
In practice, this means a user can edit a client's documentation, but if they click into the client's name, they won't be able to view their profile.
Scheduling and 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 and payments
Customize which invoices or payments the user can view, edit, or 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 to
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 to
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 is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.