Roles & permissions
Organization roles, module access, and who can change settings in Desk Clinic.
Desk Clinic uses two layers of access:
- Organization role — what you can do inside your clinic (members, billing, sensitive settings).
- Module permissions — which areas of the app (patients, calendar, encounters, etc.) appear for your staff account.
Organization roles
Typical roles on a member record:
| Role | Typical use |
|---|---|
| Owner | Full control; can manage billing and delete the organization (where product allows). |
| Admin | Manage members and most settings; cannot do the most destructive owner-only actions. |
| Member | Day-to-day work; usually no access to organization Settings group in the sidebar. |
Exact behavior follows the version deployed to your workspace; when in doubt, check with an owner.
Module permissions
Many sidebar items are gated by module keys (for example patients, calendar, encounters). Your staff profile defines which modules are on.
- If a menu item is missing, you likely do not have that module.
- Owners and admins coordinate who gets which modules when onboarding staff.
Platform administrators
Separately, the product may include platform-level administrators (internal to your vendor) who operate support or system tools. That layer does not replace your clinic’s owner/admin responsibilities for member access.
What to do if something is locked
- Confirm you are in the correct organization.
- Ask an owner or admin to open Settings → Members and review your role and modules.
- If you need subscription upgrades (more seats or features), an owner should check Settings → Billing.