Skip to main content

Staff Roles and Permissions

Different user roles and access explained.

Gerald Chow avatar
Written by Gerald Chow
Updated over 2 months ago

These are the available staff roles in Zavy:

  • Owner, the first user

  • Practice Manager

  • Practitioner

  • Receptionist

  • Assistant

  • Back Office

  • Admin

  • External

Staff roles

The staff role is specified when creating a new staff account from Settings > Business > Staff > New.

To change the role of an existing staff, simply go to the staff list in Settings > Business > Staff, locate the staff to modify, and click the Edit button, scroll down to the Preferences section to change their role.

At present, the first user is often the account owner which has full administrative permissions.

To change or request additional account with Owner role, please contact our Support Staff.

Role Permissions

To review and manage what user can or cannot do, navigate to Settings βš™οΈ > Business > Permissions.

From this page you can manage the access of each module of the system for each staff role, you can search for the relevant permissions and expand it to see detailed permissions like Create, Edit, or Destroy permissions.

Refer to this article as an example on how to modify permissions:
​https://help.zavy.com/en/articles/12388949-enabling-access-to-quick-reports

Did this answer your question?