Access to locations (offices/clinics) and to specific features depends on a user’s role.
If you are an Administrator
You have full permissions (create/edit users, assign roles, manage access to locations).
Steps to manage a user’s access:
Click your name (top-right) → Users.
Find the user and click the pencil icon to open their profile.
Under Locations access, choose the specific locations the user can access (or select All locations).
Under Role, pick the appropriate role (e.g., Administrator, Sender, Analyst, Notification handler, Cross sells and reviews handler). The role determines which features the user can see and use.
Tip: If someone can’t see a feature, it’s usually because their role or locations access needs to be adjusted.
If you are not an Administrator
You won’t be able to change roles or location access yourself. Identify an administrator and ask them to make the change.
To find your administrators:
Click your name → Users.
Use the Role filter and select Administrator.
You’ll see the list of people to contact to request access changes.
If you have any questions, feel free to reach out to us via chat.