Managing user settings

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

9 articles in this collection
Written by Emily Gable

Understanding security roles

User security roles

A breakdown of the different security roles in Cliniko!

Written by Emily Gable
Updated over a week ago

Managing other users

Add an administrative user

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

Written by Emily Gable
Updated over a week ago

Add a practitioner

Add additional practitioners to your Cliniko account.

Written by Emily Gable
Updated over a week ago

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

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

Written by Emily Gable
Updated over a week ago

Changing another user's information

Edit another user's information in your Cliniko account.

Written by Emily Gable
Updated over a week ago

Make a user inactive

Prevent a user from accessing your Cliniko account.

Written by Emily Gable
Updated over a week ago

Restrict a user account to prevent access

Stop an existing user from accessing your Cliniko account.

Written by Emily Gable
Updated over a week ago

Customise user permissions

Restrict financial details from practitioners

Restrict financial details from being visible to Practitioners.

Written by Emily Gable
Updated over a week ago

Restrict treatment notes and letters

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

Written by Emily Gable
Updated over a week ago