Cliniko

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Are other admin staff or practitioners going to be using your Cliniko account? Learn how to set them up and manage their permissions.

Managing user settings

A breakdown of the different security roles in Cliniko!

User security roles

Understanding security roles

Receptionists, accountants, other front desk staff—let them each log into Cliniko!

Add an administrative user

Add additional practitioners to your Cliniko account.

Add a practitioner

How to handle owner users in your Cliniko account.

Managing account owners

Unable to see practitioners on your calendar? Check out some of the common reasons as to why!

Practitioners aren't showing up on the calendar. Help!

Edit another user's information in your Cliniko account.

Changing another user's information

Prevent a user from accessing your Cliniko account.

Make a user inactive

Stop an existing user from accessing your Cliniko account.

Restrict a user account to prevent access

If you employ virtual receptionists and have questions on the best practices for them to access your account, read this guide.

Virtual reception & Cliniko: a guide for practice owners

If you're a virtual receptionist who's working for someone with a Cliniko account, read this guide for tips on how to get set up properly.

Virtual reception & Cliniko: a guide for virtual receptionists

What to do when a practitioner leaves your practice.

Make a practitioner inactive

Managing other users

Restrict financial details from being visible to Practitioners.

Restrict financial details from practitioners

Make it so that only the practitioner who wrote the note or letter can see it.

Restrict treatment notes and letters

Depending on what you need, you can customise permission settings for receptionist access to letters and file attachments.

Receptionist access to letters and file attachments

Right now, certain notifications are sent only to practitioners, but you can set up forwarding to send them to a central admin address.

Automatically forward practitioner notifications

Customise user permissions

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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