Messaging Permissions

• Can view messages

• User can view messages in Read Only Mode

• Client timeline → Portal is hidden if this permission is not checked

• This permission is required for all further settings in this category

• Can send messages

• User can send messages to clients in the client portal

• Can invite clients

• User can invite clients to the client portal

• Can clear messaging channel

• User can remove and delete all messages in a client's portal

• This action leaves all shared forms/invoices in the Forms/Invoices tab

• Can disable messaging channel

• User can disable a messaging channel for a client to prevent the client from sending messages

• Can change portal settings

• Use can customize a practitioner's portal settings beyond the Notifications page

• IMPORTANT: All Email Notifications, Welcome Messages, Auto Responders are account-wide, so any changes made will affect the entire clinic!

• Can delete any messages

• User can delete any message (From a client or team member) on a client's channel