Access roles help manage your team's permissions in the workspace, ensuring everyone has the right level of access for their responsibilities. These roles are divided into Admin Roles and Clinician Roles, each tailored to specific team functions.
Understanding Admin Roles and Clinician Roles
Admin Roles: These roles focus on managing the workspace, including team settings and administrative tasks. The
Administratorhas access to the team settings, and can use clinical tools.Clinician Roles: The
Clinicianrole is designed for healthcare providers who need access to clinical tools and documentation but don’t require administrative permissions.
By assigning roles thoughtfully, you can balance operational efficiency with data security and role clarity within your team.
Admin roles
Role | Can do | Cannot do |
Administrator | This role is for people who need similar access as the Account Owner—they can manage the team and its settings. | They cannot delete the team, or downgrade the Account Owner. |
Clinician roles
Role | Can do | Cannot do |
Clinician | This role is for healthcare providers who need full access to create and manage clinical documentation. | They cannot modify team templates or settings.
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FAQ
Can one person hold multiple roles? Yes, you can assign multiple roles per user.
How do I update a team member’s role? You can find the role by going to the Team tab on Heidi, and clicking the users role.