Feature permissions allow you to control what your users can see and do. For example, you can restrict your receptionist so they can only view basic client details, or allow your accountant to see your financial reports.

💡 Only supervisors can change feature permissions

Please, follow the below steps to access feature permissions:

1. Click on Setup then Settings
2. Select Feature Permissions

3. Select Manage next to the user's name

4. Set the options, and click Save Permissions

💎 Once feature permissions have been set up, you might need to setup client sharing and calendar sharing permissions for the new users.

Feature Permissions' breakdown

Financial	Access to all data on reports in Reports > Financial
Client	Access to all data on reports in Reports > Client
Event	Access to all data on reports in Reports > Event
Calendar	Access to all data on reports in Reports > Calendar
Medicare	Access to all data on reports in Reports > Medicare
New Client	Ability to create new clients
Closed Clients	Ability to close client files
Delete Clients	Ability to delete client files
Client Files	Access to all information in client file (except case notes and invoices)
Case Notes	Access to all case notes on a client file
Invoices	Access to invoices on a client file
Delete Invoices	Ability to delete invoices
Employer	Access to see employer details in Client File>Contacts
Insurer	Access to see insurer details in Client File>Contacts
Events	Access to see changes to client file in Client File > Events section
Merge Client	Access to use Merge Client feature in Dashboard>Clients>Merge Client
Invoice Print Templates	Access to see Invoice templates in Set up>Settings>Invoices
Post On Noticeboard	Access Communications>Noticeboard so user can post messages that will appear on the dashboard noticeboard
Assets	Access to Data>Assets
Custom Data	Access to use customer data in Client file>Clinical>Custom Data and access to create/edit/delete custom data in Set up>Settings>Custom Data
Sleep Studies	Access to Data>Sleep studies (only applicable to Sleep Studies providers)
Referrers	Access to add, edit and delete referrers on master list in Set up>Referrers.
Sites	Access to add, edit and delete sites in Set up>Settings>Sites
Service Types	Access to add, edit and delete service types in Set up>Settings>Service Types
Add Ons	Access to Set Up> Add ons. This will allow the user to edit any add on settings, sign up to new add ons, extend add on tokens etc.
Questionnaires	Access to use Questionnaires in Client file>Clinical>Questionnaires and access to add, edit and delete questionnaires in Set up>Settings>Questionnaires. Note, without this permission the user can see questionnaires in Client file>Clinical>Questionnaires, but will be unable to save the questionnaire.
Purchases	Access to add, edit and delete purchases in Data>Purchases
Batch Jobs and Letters	Access to Data>Batch jobs area and Letter templates. Note a user will need to have this feature set to Yes to be able to add clinical notes to a letter.
Secure Inbox	Access to all secure messages in Communication > Secure Messaging and secure messages for client in Client file > Secure Messaging

See similar articles below:

📝 Training guide for admin or accounts staff

📝 Training guide for supervisors

📝 Users and Permissions

📝 Training guide for practitioners or case managers

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