Select a role, then review what it can view and manage.
Clinicon ships seven roles built from a catalogue of 62 permissions across 17 groups. You can edit any of them, or add your own, at Settings → Roles & Permissions. Changes save per role as you toggle them.
What each role can do
| Role | Granted | In practice |
|---|---|---|
| Admin | 62 / 62 | Everything, including settings and permissions. |
| Doctor | 27 / 62 | Full clinical work on patients, appointments, prescriptions, lab and imaging — create, view and edit, but never delete. Can manage billing and orders, and can edit the clinical templates in Settings. |
| Nurse | 14 / 62 | Patients and appointments; orders labs and imaging; reads prescriptions but cannot write them; views inventory. |
| Pharmacist | 10 / 62 | Full control of prescriptions including deletion, plus orders and stock. Notably has no patient permissions at all. |
| Receptionist | 9 / 62 | Registers and edits patients, books and edits appointments, manages the waitlist, and takes payment. The front-desk role. |
| Accountant | 5 / 62 | Billing and orders, plus read-only sight of appointments. No clinical access. |
| Lab technician | 5 / 62 | Full control of lab orders, and read-only appointments. Nothing else. |
The permission catalogue
| Group | Permissions |
|---|---|
| Dashboard & analytics | View dashboard overview · View dashboard reports |
| Patients | View · Add · Edit · Delete · Export patient data · View cases · View vitals · Manage cases · Manage vitals · Imaging · Lab |
| Appointments | View · Create · Edit · Cancel · Manage waitlist |
| Prescriptions | Create · View · Edit · Delete |
| Lab | Create · View · Edit · Delete |
| Imaging | Create · View · Edit · Delete |
| Orders | View orders · Manage orders |
| Staff | View · Add · Edit · Delete |
| Billing | View billing · Manage billing |
| Inventory | View · Add / edit stock · Delete stock items · Manage suppliers · Export inventory |
| Spaces | Add new space · Edit space info · Delete space |
| To Do | Assign task to other staff |
| Shared resources | View · Manage |
| Medical network | View · Manage |
| Permissions | View user permissions · Edit user permissions |
| Settings | Clinic info · Working hours · Lookup tables · Rx Templates · Templates · Instructions · Print & Docs · Service Catalog · Branches |
Creating a role
- 1Go to Settings → Roles & Permissions and stay on the Roles tab.
- 2Click Add Role.
- 3Give it a role name and a description — the description is what other administrators see in the role list, so say who the role is for.
- 4Work down the permission tree and switch on what the role needs. Start from the closest existing role and copy its shape rather than building from nothing.
- 5Click Create Role.
To change an existing role, click it in the list and toggle permissions directly — a Saved marker confirms each change. There is no undo, so note what you changed.
Worth deciding early: only Admin holds the two dashboard permissions by default. Every other role signs in and lands on a Dashboard they have no permission to read. If you want your receptionist to see today's schedule on arrival, grant View dashboard overview to that role.
Check the defaults before you deploy. Pharmacist has no patient permissions, so a pharmacist cannot open the record of the patient whose prescription they are dispensing. Doctor cannot cancel appointments. Nurse cannot write prescriptions but can order imaging. These are defensible defaults, but they are choices — review them against how your clinic actually works.
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