Change what someone can do in your practice by giving them a new role. They keep their account and history. This takes about a minute.

Before you start

Only an Owner or an Admin can change roles. Only an owner can make someone an owner, or change an owner's role.

To compare the roles first, see What's the difference between Owner, Admin and Member?

Change the role

1. In the left menu, under Workspace Manager, click Team.
2. Click View on the person's row.
3. Click the Role & Access tab.
4. Choose a new Role. The permissions list below updates to show what the new role allows. Nothing is saved yet.

5. Click Save.

A confirmation says the person is now in their new role, and that they'll get an email letting them know their account was updated. The change takes effect right away.

Leaving without saving

If you change the role and try to leave the page, Docnote asks whether to Save changes or Discard changes.

When the role can't be changed

If the Role shows a lock, the profile says why:

• The practice must keep at least one owner. You can't change the role of your only owner. Make another member an owner first.
• Only an owner can change an owner's role. Ask an owner to make the change.
• Only an active member's role can be changed. The person hasn't joined yet, or has been removed.
• Only an owner or admin can change roles. Your own role doesn't allow it.

Member type (practitioner or staff) and Staff classification are always locked. They are set when the account is created and don't change what the person can do.

Changing your own role

An owner can step down to Admin or Member, as long as another owner remains. Nobody can give themselves a higher role.

If you change your own role, your menu updates to match. For example, if you become a Member, Team disappears from your menu.