Team management comprises four distinct roles, each tailored to specific responsibilities:
- Provider + Administrator:
This role is for a user that sees clients themselves AND need to have owner access to accounts, subscriptions, payment and billing for the organization.
- Administrator:
This role is for users who need access as the account owner. This role can see and manage almost everything but who do not see clients themselves.
- Administrative Staff:
This is a general staff member that can manage all appointment management, billing management and any non-clinical functions.
- Provider:
A user who sees clients and has a care relationship with them.
This tiered structure ensures that team members have role-specific access, aligning with their responsibilities within the organization.