Team & Permissions
As the doctor, you manage your team from one place - add staff (for example, a dental assistant), individually choose the modules each person can see, and keep login credentials under control. Team management is available only on the VIP and Enterprise packages.
Adding staff
Add a new staff member (for example, a dental assistant) to your team: set their first and last name, email, password, phone, birth date, and a short note. New members are always created with the STAFF role - a second doctor cannot be added, because you are the account's only doctor.
Per-user module permissions
Permissions are chosen separately for each user - there are no shared groups or ready-made templates. For each module (Patients, Appointments, Dental Chart, Treatments, Inventory, Finance, and so on), individually mark view, add, edit, and delete rights. A staff member sees only the modules you grant - for example, only Appointments and Patients, but not Finance.
Editing a member and security
Update an existing member's profile at any time (first and last name, birth date, short bio, phone) and reset their password when needed. When a password is reset, that member's active sessions are automatically revoked for security and they must log in again. You can safely remove a member - your patient and treatment data is preserved.
Package and seat limit
Team management is available only on the VIP and Enterprise packages (Standard and Premium do not include it). The VIP package holds 2 users - 1 doctor and 1 doctor's assistant. On the Enterprise package, the seat count is set individually by agreement.
Helpful tip
Grant a staff member only the modules they need for their work - fewer permissions, less risk. If a staff member stops working with you, reset their password immediately: this instantly closes all their active sessions.