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...
Interpret permissions from the current Admin or Team role and the specific control's access rule. Do not infer administrative authority from a removed legacy title.
Roles at a glance 👑
Tabflows uses two clinic roles:
Admin — Can use normal shared work and manage clinic-wide settings, members, invitations, billing, and controls marked Admin-only.
Team — Can use ordinary shared work, Tasks, Chat, and the clinic's existing shared configuration without administrative controls.
Admins can create, resend, copy, or cancel pending clinic invitations. Team members can join and use the clinic workspace but do not see these administrative controls.
Existing Owners and Admins become Admin. Other legacy role labels become Team. Use the current Admin and Team labels in instructions and invitations; do not keep teaching removed Owner, Manager, or Staff labels.
The last active Admin cannot be archived. If an existing member's role needs to change and the control is not available, contact Tabflows Support.
How to change a role 🔄
If you need to change a team member’s role (for example, Team → 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.
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
