Accounts, Roles & Permissions

1.1 Role overview

Roles define what users can see and do in the Provider Portal.

Access is always scoped to one or more groups.

Group-based access

• Users only see patients, sessions, and orders for the groups they’re assigned to.
• A user can belong to multiple groups.
• Permissions apply per group.

Example: A provider with access to Group A will not see patients in Group B unless explicitly added.

1.2 Permissions matrix (summarized)

Permission	Read-only	Ordering	Scoring	Interpretation	Group Admin
View groups	✅	✅	✅	✅	✅
View orders	—	✅	—	—	—
Create / cancel orders	—	✅	—	—	—
View sessions	✅	✅	✅	✅	✅
Review sessions (clinical review actions)	—	—	—	✅	—
Score sessions (event scoring)	—	—	✅	—	—
View patient/user info	✅	✅	✅	✅	✅
Edit patient/user info	—	✅	✅	✅	✅
View staff/users	✅	✅	✅	✅	✅
Manage staff/users (create/edit/remove)	—	—	—	—	✅