Setting role-based access permissions

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Ellerby Dental Group: documents · Setting role-based access permissions

Megan asked how to set role-based permissions to restrict staff access to certain practices. Bethan explained role-based permissions through admin panel and offered to walk her through it.

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Current to 11 Oct 26

Megan asked how to set role-based permissions to restrict staff access to certain practices. Bethan explained role-based permissions through admin panel and offered to walk her through it.

Problem: Customer wanted to restrict data access by practice location for different staff roles.

Handling: Bethan explained role-based permissions available in admin panel, offered hands-on help. Megan agreed to start with two practices. Ticket solved 2025-12-11.

Opportunity: Interest in access control and data governance suggests Enterprise feature adoption. Multi-practice access restrictions are sophisticated use case.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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created · Megan Statham 18 Nov 2025 12:27
Is there a way to set user permissions so that some team members can only view certain practice data? We'd like to restrict access for some staff.
public_reply · Bethan Lister 19 Nov 2025 03:11
You can set role-based permissions through the admin panel. Different roles have different access levels. Which practices are you looking to restrict? I can walk you through it. Thanks, Bethan
public_reply · Megan Statham 20 Nov 2025 14:24
Great, thanks. We'll start with a couple of practices and see how it goes.
status_change · Bethan Lister 11 Dec 2025 12:08
status_change · 15 Dec 2025 23:59

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