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  1. Help centre
  2. Account and access

Account and access

Roles, permissions, members, notifications and the log of who did what.

Roles and permissions

Five preset roles, custom roles, the two modules isolated on purpose, and how to build one without locking somebody out.

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Members and account security

Sessions, idle sign-out, and what happens the moment access is revoked.

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Notifications and quiet hours

The seven emails the product can send you, and how to stop them arriving at 3am.

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The audit log

What is recorded, what it is for, and the two questions it answers that nothing else can.

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Other areas

Getting startedClinic setupAppointmentsConversationsPatients and recordsThe assistantFinanceStockAnalyticsData and privacy

Still stuck?

Write to us and a person reads it. Tell us what you were trying to do and what happened instead — that is usually enough for us to answer in one reply rather than three.

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Clinic+

Capture patients with smart chat, automate scheduling. Single-pane management for modern clinics.

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