User Account Role Definitions and Permissions

Here's a simple guide to understanding the available settings for user accounts. You can adjust these settings as needed for your practice.

Available Role Settings and Typical Selections

1. View practice management data

   • Must be selected for all roles: Without this, all pages will be blank.

2. Query revenue opportunities

   • Enables access to Revenue IQ: Typically selected for roles involved in financial analysis and decision-making.

3. Manage user logins and access privileges

   • Allows resetting passwords and adjusting role settings: Useful for administrators who manage user accounts.

4. Charge payment from practice users

   • Enables charging patients directly from PBN: Selected for roles that handle patient billing.

5. View financial accounts data (e.g., QuickBooks)

   • Enables access to the Business page and related QuickBooks information: Typically for financial managers.

6. Manage everyone’s tasks

   • Allows changes to office hours, employees, service codes, etc.: Useful for office administrators and managers.

7. Change practice settings

   • Allows modifications from the settings page: Selected for roles responsible for overall practice settings.

8. Initiate and manage refunds

   • Provides the ability to process refunds directly from PBN: Selected for financial roles handling transactions.

9. View phone call logs

   • Access to Phone IQ information and Grow mobile app: Useful for roles monitoring communications.

10. View built-in dashboards

    • Must be selected to see non-custom pages: Essential for roles that need access to built-in analytics and reports.

11. Set goals

    • Allows creating, assigning, and editing KPI-related goals: Selected for management roles focusing on performance targets.

12. View practice payment data

    • Enables access to all payments made through PBN: Selected for roles managing financial transactions and reporting.

Below are the most common selections based on each role. 

Owner Role Definition

Partner Role

Office Administrator (main Office Managers)

Staff

Restricted Staff

Consultant

Accountant

Broker

Banker

Technical Support