Auditor login sab dekh sakta hai par kuch badal nahi sakta ("Auditor account is read-only…"). Staff Login (attendance wala) se Billing khulta hi nahi. Owner kisi bhi bill action par Action Guard PIN laga sakta hai — tab jisne PIN diya uska naam record hota hai. Button sabko dikhte hain; jinka haq nahi unhe "Forbidden: insufficient role" ya "Only the clinic owner or admin can issue a credit note." aata hai. Paisa juda bill delete karne ke liye payment void karni padti hai — wo bhi sirf owner / admin.
Billing me receptionist, doctor aur owner kya kya kar sakte hain?
Bill banana, draft edit, "Finalize" aur bill ko Recycle Bin me "Delete" — koi bhi staff (receptionist, assistant, doctor). Bill "Cancel" aur proforma "To Invoice": sirf owner, admin, doctor. "Credit Note": sirf owner / admin. Recycle Bin dekhna aur "Restore": owner / admin; "Delete forever": sirf owner. Coupon banana: sirf owner.
Where in ORALZY: Billing → Bills · Setup → Admin → Users & Policy → User Management · Setup → Admin → Users & Policy → Action Guard
Quick steps
- Apna role Setup → Admin → Users & Policy → User Management me dekho (owner / admin)
- Cancel / Credit Note jaisa kaam doctor ya owner se karwao
- Zyada control chahiye to Action Guard me PIN lagao