Doctors & staff
Every person who works in your clinic — doctors, administrators, and support staff — needs an account in your workspace. This page explains the role system and how to create and manage those accounts.
Roles in a clinic
When you register a new account, you choose one of four roles:
- Patient — for people receiving care. Patients see their own appointments, messages, and medical documents.
- Doctor — sees their own appointments and can access patients' medical records and prescriptions. Doctors must have a speciality assigned.
- Admin — manages the clinic. Admins can register and archive accounts, access statistics, view the activity log, run backups, and use all other admin tools.
- Personnel — support staff such as laboratory technicians, who work with test results rather than running the clinic.
The role column in the user list shows each account's role as the platform records it — support accounts may appear there under more specific names such as "Lab" or "Chemist".
The same email address can hold a different role at each clinic on the platform. Someone who is a Doctor at your clinic could be a Patient at another — their identity is shared but their role and records are specific to each workspace.
Adding staff
To register a new staff member:
- Go to Manage Users at
/admin/users. - Click + Register New User to open the registration panel.
- Fill in the person's first name, last name, and email address.
- Set a password for the account (and confirm it). Passwords must be at least 6 characters.
- Choose the role. If you select Doctor, a speciality selector appears and must be filled in.
- Click Register User.
Share the credentials with the staff member so they can sign in at your clinic's subdomain. They can change the password themselves afterwards.
You can register both staff and patients from the same Manage Users page — the role you select determines what the account can see and do.
Archiving and restoring accounts
To archive a staff member's account, open the Manage Users list and click their name to view their details. From the detail panel you can archive the account.
Archived accounts cannot sign in, but all their records are preserved. You can restore an archived account at any time from the same panel. Nothing is permanently deleted through archiving.