Staff
The Staff tab is where you manage access for all clinic collaborators. Not all users see the same information; access is restricted based on the Role assigned to protect sensitive data.
Role Hierarchy and Permissions
It is essential to assign the correct role to each person based on their function:
Administrator (Administrador): The most powerful role. Can configure clinic settings, manage staff, and view full billing and audit logs.
Staff (Personal): Designed for the reception team. They have access to appointment and calendar management but with restrictions on deep system configurations.
Provider (Proveedor): A professional-focused access, allowing doctors to view their specific schedule and patients.
Inviting New Staff
The onboarding process is simple and secure:
Click "Invite Staff" (Invitar Personal).
Enter the collaborator's email address.
Select the initial Role.
Upon clicking "Invite," the system sends an email for the collaborator to activate their account.
Managing Existing Staff
Edit staff
Allows you to change the access level (role) at any time if a collaborator's duties change.
Delete (Eliminar)
If an employee leaves the clinic, you can immediately revoke their access to maintain data security.
Status monitoring
You can see at a glance who is "Active" and the dates associated with their account.
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