Each staff member's ability to view org information and perform actions is based on their combination of three possible roles. 

Role Types

Owners have the highest access, including setting the org's contact info, bank deposit information, billing rates and cancelation policy. This role is automatically assigned to the org creator.

Admins can manage staff members and the org calendar, managed clients, as well as issue refunds. However, admins can not be schedule for appointments.

Providers can schedule appointments with existing clients, and be assigned appointments by Admins, but can not invite new clients or handle any billing tasks. Assign this role to any staff member who needs to be scheduled for appointments.


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