Users and permissions
Clinic user and permission management: everyone sees their job, nothing more.
Administrator, doctor, front desk, nurse and lab roles come ready. On the patient, appointment, treatment and administration screens, you change read, write or full access per person when needed.
Permissions
Role defaults, personal exceptions.
Admin, doctor, front desk, nurse and lab. Each role opens with a menu suited to its work.
Read, write or full access is set separately on the patient, appointment, treatment and administration screens. Finance and stock access follows the role.
You give one person extra or fewer permissions without changing the role’s default.
Only their own appointments are listed in a doctor’s panel.
Security
No lockouts, no permission creep.
The clinic’s only active admin cannot be deactivated or downgraded; the account’s door never closes.
Roles are chosen only from the defined list; a user cannot grant themselves admin rights. Only an admin can grant the admin role.
You cannot deactivate your own account or change your own role or permissions.
When a user’s email or password changes, their old open sessions are signed out.
After your password, sign-in is completed with a 6-digit one-time code sent to your email. If you forget your password, you reset it yourself by email.
Critical actions are recorded with who did them and when.
Health data
Sensitive records stay within a narrow role.
Some records are open only to the clinical team, regardless of permission settings.
X-ray
X-rays are seen by doctors, nurses and admins; the front desk role cannot access health images.
ExploreTherapy sessions
Only doctors and admins read and write session records.
ExplorePrescriptions and referrals
Only doctors and admins write prescriptions and consultations.
ExplorePersonal notes
Each user’s personal note is open only to them; not even the admin can see it.
ExploreFAQ
About Users and Permissions
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoHow many users can I open?
Does the front desk see the finance screen?
Which plan includes it?
Related
Modules that work together.
Let’s look together
How would your clinic work with Clineo?
Open the demo and try it with your own specialty and team. Your account opens right away, free for 14 days.