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.

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