User roles within an organization are what define the user's position within that organization. By creating a user role and assigning users to it, you can filter and differentiate users in various screens of the system. For example, filtering therapists from receptionists in the Calendar feature. 


To create user roles:

  • Go to the "Settings" tab
  • Select the "Roles" tab
  • Click the "New Role" button

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  • Fill out the necessary fields

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  • Click the "Save" button

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