Merge par alag se Action Guard PIN nahi maanga jaata — role hi taala hai. Auditor login sirf dekh sakta hai. Kisi receptionist ko roz merge karna ho to owner Setup → Admin → Users & Policy → User Management me uska role admin kar sakta hai — par admin ko paise aur staff wale kaam bhi mil jaate hain, soch kar do. Mobile par bhi yahi niyam hai: "Failed" popup me wahi message aata hai.
Patient merge kaun kar sakta hai, receptionist ko "Forbidden: insufficient role" kyu?
Find Duplicates page, clusters, preview aur Merge History har staff dekh sakta hai, par "Confirm Merge" aur "Undo" sirf owner ya admin login se chalte hain. Receptionist, doctor, assistant ya staff role dabaye to "Forbidden: insufficient role" aata hai — owner / admin se merge karwao.
Where in ORALZY: Patient Care → Patients → Find Duplicates · Setup → Admin → Users & Policy → User Management
Quick steps
- Owner ya admin login se Find Duplicates kholo
- Cluster par "Merge N → 1" → "Confirm Merge" karo
- Receptionist ko error aaye to owner / admin ko merge ke liye bolo
- Role badalna ho to owner User Management me role badle