User Roles

  • Admin: A user with full access to the system. System administrators can define top-level company officials as admins.
  • Moderator: A lower-level authority under the admin. While they have access to almost all areas, there are a few restrictions on some different areas.
  • Accounting: This user can access screens such as the approved treatment plan, invoices, and payments to perform accounting tasks. They can enter payment and refund information and receive cash reports for selected date ranges.
  • Sales Staff: This role provides sales personnel with access to all pages required for sales. These pages include patient cards, offers, and chat screens where they can communicate with patients.
  • Sales Manager: A sales manager can view all conversations between their subordinates and customers in real-time. They can also access and edit all customer files belonging to their sales group. Additionally, they can access and control lists such as treatment and accommodation lists, and transfer conversations from one salesperson to another.
  • Operation Staff: This user group deals with pre and post-sales operations. They have similar permissions to sales personnel but can only access information related to their assigned patients. They can access all pages necessary for completing tasks such as transfer records after sales, hotel reservations, etc.
  • Operation Manager: This user can access all data that the entire operation team can access. They have control over the work of the entire operation team.
  • Doctor: When selecting the doctor role, they must select which hospital they are affiliated with. Doctor accounts have limited access to treatment lists. They can view all treatments assigned to them in real-time.
  • Hospital Manager: This role can be given to hospital officials and must be affiliated with a hospital. These users can only see approved treatments assigned to their hospital.
  • Hotel Manager: This role can be given to hotel staff and must be affiliated with a hotel company. These users have limited access but can view all reservation requests assigned to their hotel.
  • Transfer Manager: This role can be given to transfer company employees and must be affiliated with a transfer company. These users have limited access but can view all transfer requests assigned to their company.

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