This guide gives a clear and simple overview of the different roles in the Therabyte platform, helping users understand their responsibilities and what they can do.
Questions answered in this article:
How does it affect the access and limitations of a practitioner depending on the role they have?
How significant is having a finance or without finance role on a user account?
Related articles:
The user roles in Therabyte have different access and limitations depending on the role added to their account. However, the "Clinic Owner" role is an exception to these limitations.
The table below outlines the permissions and access levels for users who have been assigned a single, primary role. However, it doesn't cover scenarios where a user has multiple roles, such as both "office admin" and "practitioner." In cases where a user holds multiple roles, their access may differ from what is described in the table, depending on how those roles interact.
Legend:
- ✓ - Yes
- ✖︎ - No
- ○ - Can be adjusted in the settings
Clinic User Roles
Once you add these other roles, the following description will highlight the crucial access that was previously unavailable without the role.
| ROLE | DESCRIPTION | ADDITIONAL SETTINGS | + ADDITIONAL ROLES | |||
| MANAGER | FINANCE | PRACTITIONER | SMART TREES | |||
Clinic Owner | Clinic Owner has full access and isn't subject to the same restrictions that might apply to other users within the clinic. | |||||
Office Admin | The office admin role closely resembles the clinic owner role, except it lacks access to settings and logs. To view the finances tab in the client modal, the finance role must be added. Additional permissions enable office admins to view all clients and the team calendar. | ▹Client list visibility. ▹Recipient for form submissions. ▹Recipient when a client clicks 'Reschedule' in an email reminder. ▹Team calendar access. ▹Access notes across the clinic. ▹Access to all invoices on the billing page. ▹List of users they can interact with on the users page. | ▹Can access the client list of the crew members. ▹Can view the notes and events of crew members, but office admin settings need adjustment for access. | ▹Will be able to see the Finances tab in the client modal. | ▹Can create client-related events and notes. ▹Edit crew members' notes based on clinic settings. ▹Access to My Performance feature in the dashboard. ▹Can add other practitioners to a client. | ▹Able to do everything Premium |
Practitioner | ▹Client list visibility ▹Recipient when a client clicks 'Reschedule' in an email reminder ▹Cancellation Reminders ▹Team calendar access ▹Access notes across the clinic. ▹Contract visibility ▹Staff settings | ▹Overall view and control of crew members' notes and events. This also depends on clinic settings ▹The Crew tab is visible on their navigation bar. | ▹Adding this role provides either more access or a limitation to billing/invoice-related activities in your clinic. | ▹Able to do everything Premium | ||
Student Practitioner | ✓Can create personal/non-client event ✓ If assigned to a client, creating direct session events would need supervision. Hence, to create session events, they must first choose a practitioner from the clinic before they can add themselves and create the client session event. ✓ Can sign notes they co-authored | ▹Team calendar access. Student Practitioners can only interact with the team calendar if the clinic enables the scheduler settings for students. | ▹Upgrade student to practitioner | |||