| Permission | Function |
|---|---|
| Access Settings | Deprecated, use Edit Settings instead |
| Edit Settings | Allows the user to view and edit the settings listed on the settings menu |
| View Appointments | Allows the user to see the appointments tab on the practice home page and view appointments. They cannot make or edit appointments. |
| Edit Appointments | Allows the user to make and edit appointments. View appointments must also be selected. |
| View Reports | Allows the user to see the reports menu on the main menu and view reports. |
| View Subscriptions | Allows the user to view the subscriptions page. The user must also have the Edit Subscriptions permission. |
| Edit Subscriptions | Allows the user to view and edit the subscriptions page. The user must also have the View Subscriptions permission. |
| View Invoices | Deprecated |
| View Clinics | Allows a user to see the clinics tab on the practice home page and view clinics. The cannot create or edit clinics. |
| Edit Clinics | Allows the user to create and edit clinics. The user must also have the View clinics permission. |
| Edit Stores | Allows the user to edit practice details and create and edit consultants/rooms. The user can also create a new practice. |
| Edit Other Users | Allows the user to create and edit other users and change users permissions and security settings. CAUTION! This permission will allow the user to allocate themselves any permission they wish so it should only be used where the user is already trusted to have all permissions available. |
| View Payment Methods | Deprecated, use Edit and View Subscriptions instead. |
| Edit Payment Methods | Deprecated, use Edit and View Subscriptions instead. |
| Reply to reviews | Allows the user to reply to public reviews on behalf of the practice. |
| View Patients | Allows the user to see the patients tab on the practice home page, to view the patient list and to search for patients. They cannot open or edit a patient record. |
| Edit Patients | Allows the user to open and edit patient records and create new patients. The user must have the View Patients permission enabled as well. |
| View Visits | Allows the user to see the visits tab on a patient record. They cannot edit the visit. The user must have the View and Edit Patients permission enabled as well. This permission is also subject to the subscription that the business owner has. Visits are only available with the Premium and Enterprise subscriptions. |
| Edit Visits | Allows the user edit patient visits. See notes above for View Visits. |
| Edit Visit Outcomes | Allows the user to edit and create a visit outcome for a patient visit. The user must also have the View and Edit Visits and View and Edit Patients permission. |
| Edit Visit Recalls | Allows the user to create and edit a visit recall/reminder for a visit outcome. The user must also have all the permissions to enable them to create a visit outcome. |
| View SMS | Allows the user to view the SMS account. The user must also have the Edit Subscriptions permission enabled. |
| Edit SMS | Allows the user to purchase SMS vouchers, the user must have all the permissions necessary to view the SMS account enabled as well. |
| View Topup | Allows the user to view the appointment top up account. The user must also have the Edit Subscriptions permission enabled. |
| Edit Topup | Allows the user to purchase an appointment top up voucher. the user must have all the permissions necessary to view the top up account enabled as well. |
| Edit Patient Communication Queue | Allows the user to view the patient communication tab and to edit and create communication queues. |
| View Communication templates | Allows the user to view the communication templates in the settings menu. They cannot edit or create a template. The user must have the Edit Settings permission enabled. |
| Edit Communication templates | Allows the user to edit and create communication templates. They must have all the permissions enabled to let them view communication templates. |
| View Payments | For Eyebooked Sales only, allows the user to view the details of a payment. The user must have the View Sales permission enabled. |
| Edit Payments | For Eyebooked Sales only, allows the user to edit payments. The user must have the View Sales permission enabled. |
| View Sales | Allows the user to view the sales option on the main menu and to view sales and transactions. |
| Edit Sales | For Eyebooked Sales only, allows the user to edit and create a sale. The user must have the View Sales and Edit Payments permission enabled. |
| View Prescriptions | For Eyebooked Clinical only. Allows the user to view spectacle and contact lens prescriptions. They cannot edit or create a new prescription. The user must have View and Edit patient permissions enabled. |
| Edit Prescriptions | For Eyebooked Clinical only. Allows the user to edit and create spectacle and contact lens prescriptions. The user must have View prescriptions, View and Edit patient permissions enabled. |
| View Visual Acuity | For Eyebooked Clinical only. Deprecated use View prescriptions instead |
| Edit Visual Acuity | For Eyebooked Clinical only. Deprecated use Edit prescriptions instead |
| View Clinical | For Eyebooked Clinical only. Deprecated use View Visits instead |
| Edit Clinical | For Eyebooked Clinical only. Allows the user to input clinical data on a patient visit. The user must have View and Edit visit permissions enabled. |
| View Clinical Equipment | Not used |
| Edit Clinical Equipment | Not used |
| Edit Accounting Settings | For Eyebooked Sales only. Allows the user to set up a connection to third party accounting software. |
| Edit Spectacle Orders | For Eyebooked Sales only. Allows the user to create and edit a spectacle order. The user must have the View and Edit Patients and View and Edit Sales permissions enabled. |