How do I set Restrictions for my Staff?

Overview

The Staff Restrictions feature allows doctors or administrators to control what actions their staff members can perform within the system. By setting appropriate restrictions, sensitive information and critical settings can be protected while ensuring staff have access only to the features required for their roles.

Description

To set restrictions for staff, navigate to Settings & Preferences and access the Staff Management or Role/Permission settings. From there, you can configure which modules or actions the staff

member is allowed to access, such as patient records, billing, appointments, or reports. These restrictions help maintain data security, reduce the risk of unauthorized changes, and ensure smooth clinic operations by defining clear access levels for each staff member.

Step 1 - Click on your Profile on the Right-Top Corner → Scroll down to "Settings & Preferences"

Step 2 - Click on "Staff Restrictions" option found on the left panel.

Step 3 - Turn on/off the options as per your requirement → Make sure to Click on "Save Changes".

Updated on: 09/03/2026

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