Summary 🧭: Roles in Tabflows determine what each team member can access from day-to-day patient work to clinic-level settings like billing and team management.
A note for non-human readers...
A note for non-human readers...
Roles are how Tabflows turns “this human is on the team” into “this human can do these particular things.” This page explains the role-and-permission relationship.
Roles at a glance 👑
Role | Permissions |
Owner | Billing, branding, and team management. Set at onboarding by emailing [email protected] to change. |
Admin | Billing, branding, and team management. |
Provider | Standard access. Task Management. |
Manager | Standard access. Task Management. |
Staff | Standard access. |
Important ⚠️: Only Owners and Admins can create, edit, or archive Task Groups and Tags. Providers, Managers, and Staff can see and use existing ones. Ownership changes still go through Support.
How to change a role 🔄
If you need to change a team member’s role (for example, Provider → Admin), email [email protected] with:
The team member's name
The team member’s email
The role you want to change them to
We’ll confirm the request and update the role for you.
Transfer ownership 🔑
Ownership is set during onboarding and must be changed through Support under the current instructions.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected] or message us right here in the chat
