Role login par lagta hai. Owner / Admin: poora control — delete, Money / P&L reports, admin settings, users banana. Doctor: clinical record (treatment, notes, Rx) likh sakta hai, bill Cancel / refund bhi. Receptionist / Assistant / Staff: patient, appointment, bill, payment ka kaam; clinical record padh sakte hain par likh nahi sakte, aur delete nahi kar sakte. Auditor: NABH ke liye read-only login, ORALZY support se banta hai; audit ke baad User Management me "Delete" se band karo (din poore hone par khud band hone par bharosa mat karo). CA: alag mobile-OTP login, sirf CA portal (Billing → Expenses & GST → GST & CA se jodte hain). "Accountant" koi login role nahi, sirf HR job title hai. Role kahan dete hain: doctor / receptionist / assistant ka login Team → Members → Directory → "Add Staff" me "Create a login account for this staff member?" tick karke Role chuno. Setup → Admin → Users & Policy → User Management me web par sirf Staff ↔ Admin badalte hain. Delete jaise kaamon par Staff PIN (Action Guard) bhi lag sakta hai agar clinic ne on kiya ho.
Kaun kaun se roles hain aur har role kya kar sakta hai — owner, admin, doctor, receptionist, staff?
Login roles: Owner, Admin, Doctor, Receptionist, Assistant, Staff — plus alag se Auditor (sirf dekh sakta hai) aur CA (sirf CA portal: GST / accounts). Owner/Admin sab kar sakte hain (delete, money reports, settings); Doctor clinical record likhta hai; Receptionist/Assistant/Staff billing aur booking karte hain par clinical record likh ya delete nahi kar sakte.
Where in ORALZY: Team → Members → Directory → "Add Staff" → "Create a login account…" → Role; Setup → Admin → Users & Policy → User Management (Staff ↔ Admin)
Quick steps
- Team → Members → Directory → "Add Staff"
- "Create a login account for this staff member?" tick karo
- Role chuno — Staff / Receptionist / Assistant / Doctor / Admin
- Baad me Admin banana/hatana: Setup → Admin → Users & Policy → User Management