Managing permissions for Restricted Staff allows you to tailor access levels and restrict specific features to safeguard sensitive information and align with your practice’s operational needs.

To prevent Restricted Staff from managing tasks assigned to other employees, unselect Manage everyone’s tasks. When this option is disabled, staff can only manage their own tasks. If you don’t want staff to edit practice settings, unselect Change practice settings. Disabling this permission also removes access to:

To restrict access to phone call logs, unselect View phone call logs. This ensures they cannot view detailed call records within the system.

To hide production numbers from Restricted Staff on the Huddle and Schedule pages, unselect See production numbers on the schedule (Schedule) and See production numbers on the schedule (Huddle). This ensures that Restricted Staff will not have access to sensitive production-related metrics while still allowing them to use the Schedule and Huddle pages for other operational tasks.

If you want to limit access to built-in dashboards, unselect View built-in dashboards. This restricts staff from accessing default dashboards and allows them to view only custom dashboards shared with them. To prevent access to financial information such as QuickBooks data, unselect View financial accounts. If staff should not modify or set practice-wide goals, unselect Edit and set practice goals.

To restrict staff from running RevenueIQ searches and creating patient lists, unselect Run RevenueIQ queries. Removing this permission also disables:

To ensure Restricted Staff cannot access payment-related data, unselect the View payments dashboard. If you don’t want them to send payment requests or charge patients, unselect Send payment requests and charge customers. Disabling this permission also removes access to:

By adjusting these permissions, you can provide Restricted Staff with access tailored to their role while protecting sensitive data and ensuring secure workflows. Be deliberate in selecting or deselecting permissions to align with your practice's operational needs.