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
Bethany Ayer
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