Staff and roles
Inviting staff, what each default role can do, and the consent boundary.
Adding staff
An Owner or Administrator invites staff by email and assigns them a role in this organization. The invitee accepts and gets a membership. Removing a member ends their access to the organization's operational data.
The default roles
Each role ships with a fixed permission set for now (a per-organization permission editor is planned, not built):
| Role | Scope |
|---|---|
| Owner | Everything, including staff, billing, and the organization profile |
| Administrator | Like Owner, for day-to-day operations |
| Doctor | Their own schedule, appointments, and — via patient consent — their patients' records |
| Secretary | Scheduling and appointments; patient contact/scheduling info |
| Nurse | Patient list (contact/scheduling info); records vitals during a visit |
Permissions are action-level per data domain — for example read/write patients, read/write appointments, manage staff, manage billing, manage services.
The consent boundary
Business permissions govern operational data — scheduling, billing, patient contact and logistics. They do not grant clinical access.
- "Read patients" for a Secretary or Nurse means contact and scheduling information, not clinical history.
- Seeing a patient's notes, results, or diagnoses always requires the treating doctor's own access grant from that patient.
A staff member's business role is never a backdoor around patient consent.
Super-admin is different
Platform super-admins are not an organization role. They're a platform-wide support function and are not part of this scoping model — and being a super-admin does not grant clinical access to patient records.