User Management
MyDentalPractice uses role-based access control to ensure each team member sees only what they need. This guide covers how to add users, assign roles, and manage permissions.
Understanding Roles
| Role | Access Level |
|---|---|
| Owner | Full access to everything including billing and account deletion |
| Admin | Full clinical and administrative access, cannot delete the account |
| Dentist | Patient records, appointments, treatments, and clinical notes |
| Receptionist | Patient records, appointments, and basic billing |
| Assistant | View-only access to appointments and patient names |
Inviting Team Members
The invited person will receive an email with a link to create their account. The invitation expires after 7 days.
Managing Existing Members
From the Team Members list, you can:
Deactivated users cannot log in but their activity history is preserved for audit purposes.
Permission Details by Role
Dentist Permissions
Receptionist Permissions
Assistant Permissions
Two-Factor Authentication
For additional security, enable two-factor authentication for all users:
We strongly recommend enabling 2FA for all accounts with Admin or Owner roles.
Audit Trail
Every action taken by team members is logged in the audit trail. Access it via Settings → Activity Log to see:
This is useful for compliance, accountability, and troubleshooting.
For initial clinic setup, see our Account Setup Guide.