How to manage team permissions and access levels

managing permissions in eggmed helps you control what each team member can view , edit , or delete this ensures that sensitive client information remains secure and that every role has access only to the tools they need 1\ go to settings → team settings from the left sidebar, select settings , then click team settings under practice settings at the top of the page, switch to the roles and permissions tab 2\ choose a role to manage you’ll see predefined roles such as admin , provider , pros , and accountant click on any role to view and edit its permissions each role includes access control for clients (client records and notes) schedule (appointments and sessions) tasks (client or general practice tasks) finances (invoices, payments, and reports) 3\ adjust permissions per action for each section, you can customize what the selected role can view — allow access to see data edit — grant permission to modify information delete — authorize the removal of data use the dropdowns to set whether permissions apply to all clients or specific ones 4\ review available services for each role scroll down to the available services section to view or modify which services are linked to this role (e g , psychotherapy sessions, billing types, or online consultations) click manage all services to make global updates