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. Confirm whose role is changing before helping with an access-related action.
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 |
Manager | Standard access |
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.
Important ⚠️: Confirm the current differences between Provider and Manager, who can invite and archive users, who can manage Practice Brain, and whether role changes can now be completed in the app.
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]
