> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Roles
> Every staff role in each edition, the access tiers that go with them, and how role-based navigation decides which pages a role can open.
export const Path = ({steps = []}) =>
{steps.map((s, i) =>
{i > 0 ?
›
: null}
{s}
)}
;
export const Availability = ({editions = ['all'], plans, roles, note}) => {
const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
return
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
A role answers one question: **which pages does this person get?** What they may *do* on those pages is a separate setting — see [Permissions](/platform/team/permissions).
Roles come in two halves, and someone can hold both. A **clinical role** says what they are professionally — the **Specialty** you pick when you invite them. An **administrative role** says what they run. Alongside it sits an **access tier**, which says how far their view reaches.
## Owners and managers
**Owners bypass the permission system entirely** inside their own workspace: they can perform every act their edition and plan allow. Managers sit just below and can administer staff, roles and permissions.
Both are deliberately absent from the role-based navigation controls further down this page. There is no configuration that hides a page from an owner, and that is intentional — somebody has to be able to see everything.
Neither bypasses the edition gate, the plan gate, or a workspace's two-factor requirement on patient data.
## The roles, by edition
**Administrative roles**
| Role | Runs |
| -------------------- | --------------------------------------------------------------------------------------------------------- |
| **Clinic Manager** | Create and delete client profiles, view documents, edit templates, add team members, send announcements |
| **Clinic Biller** | Edit billing info, create billing documents, file insurance claims, view payment reports, refund payments |
| **Clinic Scheduler** | Schedule and edit appointments, create client profiles, manage appointment requests, share documents |
**Access tiers**
| Tier | Reaches |
| -------------------- | ------------------------------------------------------------------------------------ |
| **Basic** | Can schedule and add documentation for their clients |
| **Billing** | Can bill, schedule, and add documentation for their clients |
| **Full client list** | The above, plus profiles and appointments for all clients |
| **Entire practice** | Bill, schedule and document for all clients, plus most reports and practice settings |
Biller and scheduler seats cost nothing and count toward no cap — as long as that person is not also clinical. See [Staff seats](/platform/plans/seats).
**Administrative roles**
| Role | Runs |
| --------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Pharmacy Manager** | The branch: customer records, pricing and reports, staff accounts, announcements |
| **Cashier / Till Operator** | The till: rings up sales, takes payment, issues receipts, registers walk-in customers |
| **Inventory & Purchasing** | Stock: receives deliveries, adjusts counts, manages suppliers and purchase orders, watches cost and expiry |
| **Dispensing Supervisor** | Dispensing oversight: checks a technician's work, authorises refunds and voided sales, reviews the day's takings |
**Access tiers**
| Tier | Reaches |
| ---------------- | ---------------------------------------------------------------------------------- |
| **Own till** | Only the sales they rang up on their own till |
| **Whole branch** | Every sale, customer and stock movement at this branch, and refunds at the counter |
| **All branches** | Every branch — sales, stock, pricing and takings across the whole business |
Every account takes a seat, and no role is free. The cap is a wall, not a charge.
**Administrative roles**
| Role | Runs |
| ---------------------- | ----------------------------------------------------------------------------------------------------------- |
| **Lab Manager** | The lab: patient records, report release, test pricing and reports, staff accounts, announcements |
| **Accessioning Clerk** | Front of house: registers patients, books collection slots, accessions incoming samples, raises the invoice |
| **Referrer Liaison** | Referring clinics: releases reports to them, handles their accounts and statements |
| **QC Officer** | Quality oversight: reviews QC runs, verified results and turnaround times. Read-only on patient records |
**Access tiers**
| Tier | Reaches |
| ------------- | ------------------------------------------------------------------------------------------ |
| **Own bench** | Only the samples and results on the bench they work |
| **Whole lab** | Every sample, result and patient at this site, across all benches |
| **All sites** | Every collection site and bench, plus test pricing, referrer accounts and lab-wide reports |
Every account takes a seat, and no role is free. The cap is a wall, not a charge.
## Where a role lands after sign-in
ClinikEHR puts people where their work is rather than on a generic dashboard. A cashier opens on the till; a phlebotomist opens on intake. You do not configure this on most plans — it follows from the role.
## Role Navigation
Hospitals can go further and state, per role, which parts of the building appear in the sidebar at all.
The **Role-based navigation** card — "Show each staff member only the parts of the hospital their role works in." — carries the switch **Scope navigation by role**. With it on, "a governed role sees only its own menus, is returned to its own area if it opens a direct link elsewhere, and lands there after signing in."
Leave it off while you set the rules up. The editor below says so: "Role-scoped navigation is switched off, so these rules are not being applied yet."
The **Role navigation** card lists each role with the sidebar sections underneath. Tick what that role works in.
**Save** stores that role's list; **Reset to default** puts it back. A role you have customised is badged **Custom**; one you have not is badged **default**.
Two things about this screen are worth knowing before you use it.
**The first ticked module becomes the landing page.** The helper text under each role says which — "Lands on Front Desk after sign-in." — and if you tick nothing it tells you "Choose at least one section — the first becomes where this role lands." Order matters, so put the section they should open on first.
**The toggles work at the level the rule works at.** Switching off Insurance necessarily covers the insurance dashboard, pre-authorization and claims together, because they are one part of the building rather than three. You cannot grant one and withhold another from here — use [Permissions](/platform/team/permissions) for that finer cut.
**This is navigation, not security.** The card is explicit: "This changes navigation only — it is not a security control. What each person may read and write is still decided by their permissions." Owners, managers and clinicians are never restricted by it, and **Settings** and the audit log stay reachable for every role whatever you choose. Changes reach signed-in staff within five minutes.
## Changing someone's role
From the row menu on **Staff Members**, **Change Specialty** updates the specialty for an existing member. Their administrative role and permissions are managed from the same menu under **Permissions**.
## Related
What an individual may do on the pages their role already opens.
Pick the role in the first place.
Which departments exist at all, before any role sees them.
Which of the four gates is hiding your page.