This article will provide users with a step-by-step guide on removing and adding roles to a Practitioner. 


Questions answered in this article:

  • How do I remove or add roles to a Practitioner? 



To remove or add roles to a Practitioner


  1. Click the Clinic Users option below the Management Menu.



  1. Navigate to the Active tab on the Users Page. In the Search bar, select Role, and then choose Practitioner from the dropdown list.



  1. Click the Practitioner’s Name from the list.



  1. Click the Account tab on the User modal.



  1. In this example, we will be removing the Finances role from the Practitioner. Click the Edit button to make changes to the assigned roles.



  1. Uncheck the Finance role > click the Done button > click the Save button.






Note: To add a role to a Practitioner, you may click the desired role’s checkbox > click the Done button > click the Save button.