How to Create a New Permission Group On Ambiki

Last updated: March 11, 2024
Ambiki's permission system enables easy creation and assignment of permission groups like Therapists, Admins, and Organization Owners. Users can clone or create groups, customize permissions, and assign them to teammates effortlessly. Here's how:

Step 1: Navigate to Organization MenuĀ 

Org Menu


Step 2: Click on 'Organization Permissions'
Org Permissions


Step 3: A new permission group can be added from scratch/ or an existing permission group can be cloned:
Add a new permission group by clicking : 'create a new permission group'

Adding New Permission Group

or' Clone' a permission group (by clicking on an exisiting group)
Cloning a Group


Step 4: If cloning a group, click + Clone Group in upper right hand corner
Cloning a Permission Group


Step 5: Name your new permission group which you can use to assign new or existing teammates, save
Name Your Permission Group


Step 6: You can then go through and tailor each permission to meet the needs of your practice and that specific permission's roleĀ 

Set Permissions