Restrict a user to read-only access

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Who can do this?

  • Practitioners: Full Access

  • Administrators: Full Access

Users with read-only access can view data (appointments, patient records, clinical notes) according to their access level, but cannot make any changes. This is useful if you want to limit a practitioner's access to only view their own records.

Set a user to read-only access

  1. Click Settings > Users.

  2. Under your practice group, next to the user’s name, click the Icon-Edit.svg edit icon.

    Account-Email-Signin-01.png
  3. In the pop-up, set the user’s access level to any level except Full Access. (Personal Access is recommended.)

    Read-Only-Access-02.png
  4. Under the access settings list, tick the checkbox Read Only Access.

    Read-Only-Access-01.png
  5. Click Save.

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