Can I restrict access to certain settings for some users?

Modified on Mon, 18 May at 12:29 PM

Yes. Administrators and organisation owners can control the access levels that each user has within HearLink.


How access control works:

HearLink uses Groups to manage permissions. Rather than assigning individual permissions to each user, you create Groups with specific permission sets and assign users to those Groups.


What you can restrict:

Organisation Settings - Control who can access and modify system-wide settings like calendar configuration, invoice settings, and communication preferences.


Financial data - Restrict who can view revenue reports, create invoices, or process payments.


Patient data - Control who can create, edit, or delete patient records.


Clinical features - Limit access to hearing tests, orders, or clinical documentation to qualified staff.


Clinic visibility - Restrict users to only see data from specific clinics they're assigned to.


Administrative actions - Control who can create users, manage Groups, or delete important records.


How to set restrictions:

  1. Create Groups that match your team structure (e.g., "Reception Staff", "Clinicians", "Managers")
  2. Configure permissions for each Group based on what that role needs
  3. Assign users to the appropriate Groups

Users can be in multiple Groups, and their effective permissions are the combination of all Groups they belong to.


Common permission structures:

Reception/Front Desk - Can book appointments, check patients in, view schedules. Cannot access financial reports or clinical records.


Clinicians - Can create hearing tests, clinical notes, and orders. Cannot access organisation settings or financial reports.


Practice Managers - Can access reports, financial data, and most settings. Cannot delete patient records or modify critical system configuration.


Organisation Owners - Full access to everything, including user management and system-wide settings.


This granular permission control ensures each team member has exactly the access they need to do their job while protecting sensitive data and preventing accidental changes to critical settings.


Further reading:


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