Overview

Metanoa uses roles and permissions to help you manage access for your team. Every staff member gets a role like Therapist or Front Office, and you can set up different permissions for each feature based on their role.

Let's understand how access control works

Here's how Metanoa helps you manage what your team can see and do.

Every staff member in your clinic has a role that determines their access level. You might have roles like Therapist, Front Office, Head of Department, or even Gate Security. Once you set up a role, you can customize what people in that role can do with different features in Metanoa.

For each feature like Client Profiles, Appointments, or Reports, you can set three types of permissions for each role:

1. View which means they can see the information but can't make changes
2. Edit which means they can see and change the information
3. Delete which means they can remove records
4. No Access which means they can't see that feature at all

Here's a practical example. You might give your Gate Security role View permission for Client Profiles so they can see who's coming in, but give your Front Office role Edit permission so they can update contact details and appointment information.

Common Questions