Permission Templates — Plan-Aware, Doctor-Safe
Staff land in OdontoX with the right access for your plan on their first sign-in, and a misconfigured template can no longer lock a doctor out of writing a prescription. We rebuilt this page because two recurring tickets — “new hires arrive with the wrong permissions” and “I cannot edit my own admin permissions any more” — were both rooted in the old template engine. Both are fixed.What’s new
- Pro+ defaults are correct from day one. Staff invited to a Pro+ clinic now automatically receive Pro+ permissions on their first sign-in — full inventory management, DICOM access, IPD, insurance billing and advanced AI for doctors; full inventory write and signature management for receptionists. Staff invited to a Pro clinic get the focused Pro set. No more “I have to fix every new staff member’s permissions on day one”.
- Admins now have a full permission tree. The blanket admin role is gone. You can grant or restrict any individual permission for an admin user the same way you would for a doctor or a receptionist. Useful when a junior admin should not have access to the audit log, or when an owner-admin needs to keep one specific permission to themselves.
- A doctor permission floor. Plan-granted core clinical permissions — procedures, medications, prescriptions — cannot be revoked by a clinic template or a per-user override. A misconfigured template can no longer lock a doctor out of writing a prescription. The floor is a safety net, not a ceiling; you can still grant extra permissions on top.
- Per-clinic role on multi-clinic accounts. If a user is admin at clinic A and doctor at clinic B, the template engine respects each clinic’s role independently. They see doctor permissions at B, not admin-everywhere.
How to use it
- Open Settings → Permission Templates.
- Pick the role you want to configure — Doctor, Receptionist, Admin. Each role shows the full permission tree, with your plan’s default checks pre-applied.
- Toggle individual permissions. Greyed-out checks are part of the doctor floor and cannot be turned off.
- Save. The template applies to every existing user in that role, with per-user overrides preserved.
- To override an individual user, open their staff record and use the per-user permission tab. The doctor floor still applies even when overriding.
What changed since the last revision
- The default sets for Pro and Pro+ are now correct on first sign-in. Previously they applied the next day or after a manual nudge.
- Admins have a full permission tree. Previously the admin role had a single “is admin” flag that could not be edited.
- The doctor floor is new. Three permissions — procedures, medications, prescriptions — are now locked on for every doctor at every plan.
- Multi-clinic users now respect their per-clinic role correctly.