ORALZY
FAQ

Receptionist ko Integrations me sirf Payment Links & Bank kyun dikhta hai?

Setup → Integrations ke baaki saare rows (Live TPA Pre-Auth, Connect WhatsApp, BMW Receipt by Email, Imaging Bridge, Open API, Google Drive …) sirf owner / admin ke liye hain, isliye receptionist / doctor / assistant ko sirf "Payment Links & Bank" row dikhta hai. Web par us row ka panel bhi sirf owner / admin ke liye khulta hai — staff ko right side khaali dikh sakta hai. Owner / admin login se kholo.

Where in ORALZY: Setup → Integrations → Payment Links & Bank · Mobile: Setup → Integrations

Ye bug nahi, role ka rule hai: keys, tokens aur clinic ke bahar data bhejne wali settings sirf owner / admin badal sakte hain. Server bhi provider keys save / test sirf owner / admin se leta hai. Mobile par "Payment Links & Bank" staff ke liye bhi Integrations screen kholta hai (Configs · Pay Links · Bank Recon · Tally · QuickBooks), par wahan bhi keys ka Save sirf owner / admin ka chalta hai. Kisi aur ka role badalna ho to owner Setup → Admin → Users & Policy → User Management se kare.

Quick steps

  1. Owner ya admin login se Setup → Integrations kholo
  2. Zaroorat ho to owner Setup → Admin → Users & Policy → User Management me role badle

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