ORALZY
FAQ

Assistant ya Staff role ke login me kya band rehta hai?

Assistant aur Staff role wale login poora clinic app kholte hain (patient, calendar, bill, payment, Calling Mode). Par ye band hai: clinical record likhna (plan, Mark Done, notes, case sheet), chart ke 🔒 Internal Notes, koi bhi Delete, Money reports, owner-only Settings. Staff role aur Staff Login (OTP wala attendance login) alag cheez hain.

Where in ORALZY: Setup → Admin → Users & Policy → User Management · Team → Members → Directory → Staff Directory

Assistant ko jaan-boojh kar clinical likhne se bahar rakha gaya hai kyunki ye role trainee aur shared login ko diya jaata hai. Internal Notes panel sirf owner, admin, doctor, receptionist (aur super admin) ko dikhta hai — assistant / staff ko nahi. Add Staff form me role chhodo to default "staff" hota hai, aur us user ko poora app milta hai. Staff Login (clinic code + mobile + OTP) ek alag locked login hai jisme sirf attendance, leave, payslip, tasks khulte hain. Assistant ko clinical likhne dena ho to use Doctor role dena padega — app me per-user custom permission nahi hai.

Quick steps

  1. Jo sirf attendance / leave dekhe use Staff Login do
  2. Jo front desk ka kaam kare use Receptionist / Assistant / Staff role do
  3. Clinical record likhna ho to Doctor role chahiye

assistantstafftraineehelperrolepermissionclinicalsahayak