Permissions Explained

PracticeQ offers three default roles - Administrator, Practitioner and Assistant. Learn more about the permissions for each role below.

The permissions for the Administrator role cannot be changed, with one exception in the Special Permissions section. Otherwise, your practice can assign permissions for each role to control staff member access.

⚠️ It is best to create custom roles for your practice. When you do this, you control the permissions for each role. This ensures that staff members only have the permissions necessary to perform their job and cuts down on security concerns. 

Click each permission category below to see details:

• Click here to learn more about Client Form Permissions
• Click here to learn more about Note Permissions
• Click here to learn more about Appointment Permissions
• Click here to learn more about Invoice Permissions
• Click here to learn more about Claim Permissions
• Click here to learn more about Client Permissions
• Click here to learn more about Messaging Permissions
• Click here to learn more about Form Template Permissions
• Click here to learn more about Recurring Payment Permissions
• Click here to learn more about Reports Permissions
• Click here to learn more about Fax Permissions
• Click here to learn more about Diagnosis Permissions
• Click here to learn more about Tasks Permissions
• Click here to learn more about File Manager Permissions
• Click here to learn more about Team Messaging Permissions
• Click here to learn more about Staff Comments Permissions
• Click here to learn more about Special Permissions