Why roles matter
Clear roles keep data safe and prevent confusion during busy clinic hours. OdontoX is designed so each team member sees only what they need to perform their work.
Common roles in OdontoX
- Owner or Admin: Full oversight of clinic settings, staff, billing, and analytics.
- Doctor: Access to clinical charts, notes, treatment plans, and patient history.
- Reception: Scheduling, check-in, payments, and patient communications.
- Patient: Limited access to their own appointments and billing history.
Best practices
- Use the least access needed to complete a job.
- Review access when staff change responsibilities.
- Give temporary access to sensitive areas only when required.