Managing Scheduler Roles - User Guide

To set roles within the Scheduler, select New Role in the top right corner.

A clinical user, Office Managers, and Office Associates are three default roles that are within the system. All users will be allocated one of the three roles. When selecting the Role, the Site App Roles tab can be customized to meet the Role needs.

The user types and access levels are as follows:

  1. Clinical User – View calendar only. They do not have access to enter information into the Scheduler.
  2. Office Manager – Assign roles and access for other users as well as input information in the Scheduler. NOTE: Only the Office Manager can add or remove access.
  3. Office Associate – Assigned access by the Office Manager. Office Associates have access to make appointments, enter patients, view availability and run reports.
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