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Control",[352,371,372],{},"Access Control defines permission templates by role. These templates decide what users can view, create, update, delete, configure, or access only for themselves.",[374,375,377],"h2",{"id":376},"what-access-rules-control","What Access Rules control",[352,379,380],{},"Access rules can cover major areas such as:",[382,383,384,388,391,394,397,400,403,406,409,412],"ul",{},[385,386,387],"li",{},"core settings;",[385,389,390],{},"office operations;",[385,392,393],{},"patients;",[385,395,396],{},"calendar and appointments;",[385,398,399],{},"clinical records;",[385,401,402],{},"invoices and payments;",[385,404,405],{},"inventory;",[385,407,408],{},"notifications;",[385,410,411],{},"reports;",[385,413,414],{},"user and settings management.",[352,416,417],{},"The exact rules shown depend on the clinic setup and the role selected.",[374,419,421],{"id":420},"permission-meanings","Permission meanings",[352,423,424],{},"Access Control uses compact permission choices. Depending on the rule, a permission can mean:",[382,426,427,433,439,445,451,457],{},[385,428,429,432],{},[356,430,431],{},"View",": the user can open or see the area.",[385,434,435,438],{},[356,436,437],{},"Create\u002FUpdate",": the user can create new records or edit existing ones.",[385,440,441,444],{},[356,442,443],{},"Delete",": the user can remove records when deletion is allowed.",[385,446,447,450],{},[356,448,449],{},"Configure",": the user can change setup for the area.",[385,452,453,456],{},[356,454,455],{},"Self-only",": the user can access only their own records, such as their own doctor report or salary report.",[385,458,459,462],{},[356,460,461],{},"No access",": the area is hidden or blocked.",[374,464,466],{"id":465},"role-templates","Role templates",[352,468,469],{},"Select a role at the top of the page to review its template. Changes to a role template affect how permissions are applied to users with that role.",[352,471,472],{},"Use role templates for the normal clinic pattern. For example, receptionists, doctors, managers, and inventory staff usually need different access.",[374,474,476],{"id":475},"simplified-and-detailed-views","Simplified and detailed views",[352,478,479],{},"Access Control can show permissions in simplified or detailed views. Use simplified view for broad role setup. Use detailed view when a specific module needs careful control.",[374,481,483],{"id":482},"exceptions","Exceptions",[352,485,486,487,490,491,494],{},"Some rules support exceptions by ",[356,488,489],{},"Fields"," or ",[356,492,493],{},"Methods",". Use exceptions when a role should have general access but certain fields or actions need special handling.",[352,496,497],{},"Exceptions are powerful, so keep them rare and easy to explain. Too many exceptions make permissions hard to audit.",[374,499,501],{"id":500},"update-access-rules","Update Access Rules",[503,504,505,510,513,516,519,522,528],"ol",{},[385,506,354,507,359],{},[356,508,509],{},"Settings → Access Control",[385,511,512],{},"Select the role you want to change.",[385,514,515],{},"Choose simplified or detailed view.",[385,517,518],{},"Adjust view, create\u002Fupdate, delete, configure, or self-only permissions.",[385,520,521],{},"Add field or method exceptions only when needed.",[385,523,524,525,359],{},"Click ",[356,526,527],{},"Save Changes",[385,529,530],{},"When prompted, decide whether the changes should update existing profiles.",[352,532,533],{},"After changing access rules, test with a real user role when possible. Permission mistakes can either block staff from working or expose areas they should not use.",{"title":535,"searchDepth":536,"depth":536,"links":537},"",2,[538,539,540,541,542,543],{"id":376,"depth":536,"text":377},{"id":420,"depth":536,"text":421},{"id":465,"depth":536,"text":466},{"id":475,"depth":536,"text":476},{"id":482,"depth":536,"text":483},{"id":500,"depth":536,"text":501},null,"Configure role-based permissions for viewing, creating, updating, deleting, and self-only access.","md",{"sitemap":548},true,{"title":125,"description":545},"ZDcX8LKGD6OcxjZ5ksnOJYSEIsZeoh37IxKUbkUCBKw",[552,554],{"title":121,"path":122,"stem":123,"description":553,"children":-1},"Create and manage clinic users, roles, access, branches, fees, salary settings, portal details, and multilingual profile content.",{"title":129,"path":130,"stem":131,"description":555,"children":-1},"Sign in securely, protect your account, and manage role-based access for your clinic team.",1784371859321]