Role ke rules: delete sirf owner/admin kar sakte hain; treatment plan / mark done / case sheet sirf doctor, admin, owner; Auditor login sab dekh sakta hai par kuch badal nahi sakta. Role badalna ho to owner/admin: Setup → Admin → Users & Policy → User Management. Agar poora hub ya tab hi kisi ko na dikhe to wajah role nahi — Modules band, add-on nahi, ya naya feature abhi clinic ke liye chalu nahi. Mobile app me bhi role se koi hub nahi chhupta.
Receptionist ya doctor ko menu me kuch kam kyu dikhta hai?
Hubs aur tabs role se nahi chhupte — owner, doctor, receptionist sabko same 9 hubs dikhte hain. Fark yahan aata hai: Setup → Settings ki left list me owner/admin wale items baaki roles ko nahi dikhte, kuch page "Only the clinic owner or an admin can change these." dikhate hain, aur zaroori kaam par PIN ya "Forbidden" aata hai. Staff Login (ESS) wale ko sirf apni attendance, chhutti, payslip milti hai.
Where in ORALZY: Setup → Admin → Users & Policy → User Management · Setup → Settings
Quick steps
- Owner/admin se login karke wahi screen kholo
- Role badalna ho: Setup → Admin → Users & Policy → User Management
- Hub hi gayab ho to Setup → Settings → Clinic → Modules dekho