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Roles and access

Requires Role management permission. Roles decide what each staff member can see and do. Permissions are granted per module (for example Patient records, Lab management) with access levels such as Read, Create, Update, Approve, and Export. On phones and tablets the roles list uses cards. On a large screen you get a table.

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Edit a role

1. Open Roles & access.
2. Select a role or create one.
3. Choose a Quick template when it matches the job (Reception, Nurse, Lab tech, Doctor, and others). Templates add permissions; they do not remove ones you already selected.
4. Open Advanced — fine-tune individual permissions to toggle modules and access levels.
5. Save. Members with that role pick up changes on their next session / permission refresh.

Closing the role editor or refreshing with unsaved permission changes prompts you to discard or keep editing. If another admin saved the same role while you were editing, ClinZero asks you to reload or overwrite so permissions are not applied on a stale copy. Protected system roles (such as the workspace owner role) cannot be renamed, deactivated, or have their permissions edited. Create a custom role when you need a different permission set. When inviting or assigning members, staff can only grant roles whose permissions are within their own access. The workspace owner can assign any role.

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Presets and compare

Reception covers patients and appointments. Nurse adds clinical documents and lab read. Lab tech covers day-to-day lab work. Doctor covers charts, visits, clinical documents, and lab sign-off. Compare roles if you need to align two similar permission sets.

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Why a menu item is missing

If someone cannot see Laboratory or Users, their role lacks that module’s permission, or the module is disabled for the workspace under Workspace settings. The access-denied screen names the module in plain language; admins can expand Permission code for admins if they need the technical name. See also Permissions reference.