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User Role

 

User Role

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.
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