User Roles & Permissions
Understanding the 5 role types and what each can access.
Role overview
Clinit has 5 built-in roles. Each role has a predefined set of permissions that cannot be partially customised (full role-based access control):
| Role | Purpose |
|---|---|
| Clinic Owner | Full access to all settings, billing, staff management, and data |
| Doctor | Patient records, appointments, clinical notes, prescriptions, billing for their patients |
| Receptionist | Appointments, patient registration, basic billing, waiting room |
| Nurse | Vitals recording, waiting room management, limited patient records |
| Lab Tech / Radiologist | Lab orders queue, upload results, imaging attachments |
The role is assigned at invite time and can be changed by a Clinic Owner at any time from Settings → Staff.
What each role can do
Clinic Owner — Every screen is visible. Manages subscriptions, billing settings, staff accounts, print templates, and clinic configuration.
Doctor — Sees their own appointment calendar and all patients assigned to them. Can create sessions, write clinical notes, prescribe medications, generate invoices, and access their own performance analytics.
Receptionist — Sees the shared appointment calendar for all doctors. Can book, reschedule, and cancel appointments. Can register new patients and mark invoices as paid. Cannot view clinical notes or prescriptions.
Nurse — Can view the waiting room, record patient vitals during triage, and update appointment status. Cannot create invoices or access billing.
Lab Tech — Sees only the lab orders queue. Can mark orders as received, in-progress, or completed. Can upload PDF results for the doctor to review.
Adding and managing staff
To add a staff member:
- Go to Settings → Staff → Invite Staff
- Enter their email address and select their role
- Click Send Invite — they receive a welcome email with a one-time setup link
The setup link expires in 48 hours. If they miss it, you can resend from Settings → Staff → [name] → Resend Invite.
To deactivate a staff member (e.g. they leave the clinic), go to Settings → Staff → [name] → Deactivate. Their account is immediately suspended but all their records and notes are preserved.