Team Member Roles

Allocating roles to your Team Members can limit or grant them access to Consentz features.

1. From the bottom of the Control Centre menu draw, click the “Set Up” option
2. Select “Team”
3. A list of current Team Members will appear
4. Select the team member whose role you wish to change
5. Click the ‘Role’ drop down menu to select a role.

• Clinic Admin For your Clinic Manager, they have full access to the Clinic information
• Practitioner Allows access to the Practitioner app, and requires one license
• Receptionist Basic access to the Calendar, Patients records, Stock and Invoicing, reports
• Scheduler Very Basic access to the Calendar and Patient list only
• Booker Basic access to the Calendar, Patients records, Stock and Invoicing
• Coordinator Basic access to the Calendar, Patients records, Stock