🔐 Custom Roles and Permissions

We're letting you build your own team roles with exactly the access each person needs. Instead of choosing from a fixed set of roles, you'll be able to create roles for your practice and turn individual permissions on or off, from billing and scheduling to notes and client management.

Each permission can also be scoped, so a role can act on just its own clients or across your whole practice. Rather than fitting people into preset roles, you define exactly what each role can and can't do.

This gives you full control over who sees and does what, so your access setup matches how your practice actually runs, no matter how your team grows.