Administrator Access
Answered
I have administrator access on our group account, but when I try to access settings, I receive a message stating I don't have access to these settings? How can this be changed so I can access what I need to do for our group? In particular, I manage the financials for our practice, and do not have access to what will be withdrawn each month.
Thanks,
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Hi Lauren,
Your Account Owner can change your role by going to Settings > Team Members > clicking on your profile > updating your role as needed > clicking Update Team Member.
To review the permissions that each role has, feel free to check out this Help Center guide: Team member roles and access levels.
While there is not currently a way to modify the permissions for each role, we're always evaluating which features will bring the most value to our customers. As part of this effort, we've created an Ideas & Suggestions Board where our customers can share the features that they'd like to see. When you post, vote, or comment on the ideas on this board, it means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.
If you have a moment, I encourage you to vote or add your comment to the Allow more flexibility for permissions on Clinician, Scheduler, and Biller Roles idea which has been added to this board. When you vote or comment on this post, you'll automatically receive our status updates on this feature.
If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.
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