Roles and what they allow

A person can have more than one role. What they’re allowed to do is everything any of their roles allows.

Role	For	Can do
Owner	The practice owner	Everything, including the NixDent subscription and transferring ownership
Office Manager	Runs the office	Everything except the subscription and ownership: team, office settings, what the AI knows, payments, clinical records
Billing	Billing staff	Take payments, refunds and voids, cards on file, see patients. No clinical access
Front Desk	Reception	Scheduling and patients, text and email patients, present treatment plans, the full payment desk including refunds. No clinical access
Back Office	Assistants	Open clinical records, draft notes, present treatment plans. Can’t sign notes
Doctor	Dentists	Clinical records, write and sign notes, perio charting and diagnosis, treatment plans
Hygienist	Hygienists	Clinical records, write and sign notes, perio charting (not diagnosis)

Ask NixDent is extra access you can switch on for anyone. It isn’t a job, so it’s added on top of a role. See Give someone Ask NixDent.

Change someone’s roles

Who can do this: Owners and Office Managers.

1. Go to Settings → Team.
2. On the person’s card, click Edit roles.
3. Tick or untick roles, then click Save roles.

To see exactly what someone can and can’t do, click See access on their card.

Rules that keep things safe

• You can’t change your own roles unless you’re an Owner. An Office Manager who needs a change asks the Owner.
• Everyone needs at least one job role. Ask NixDent alone isn’t enough.
• Only an Owner can make someone an Owner.