Roles & Permissions

Before you start

A role is a set of permissions that decides what someone can see and do in NomadMD. There are two kinds:

• Organization roles cover your team's day-to-day work: the calendar, appointments, clients, staff, and charting.
• Marketplace roles cover marketplace-wide work, like the Dispatch queue, client accounts, and transactions.

You'll need the business owner role to create roles or assign them.

Step 1: Review organization roles

1. In the side menu, select Settings, then the Roles tab.
2. You'll see built-in roles (like organization.owner) and any custom roles, like practitioner or Dispatcher.
3. Select a role to see its permissions. Each permission unlocks one area. For example, organization.appointments:full lets someone see and manage all appointments, and organization.appointments:self limits them to their own.
4. To create a role, select Add, name it (for example, "Front Desk"), and turn on only the permissions it needs.

Step 2: Review marketplace roles

1. In the side menu, under Global, select Marketplaces, open your marketplace, and select the Roles tab.
2. Select Create role to add one.

A dispatcher usually needs both: a marketplace role for Dispatch, and an organization role for the Calendar, Appointments, and Clients.

Step 3: Give someone a role

1. In the side menu, select Personnel and open the person's profile.
2. Under Assigned Roles, select Assign role and choose one.
3. The change applies the next time they load a page.

Common setups

• Nurse or provider: the practitioner role. They see their own appointments and availability, and can chart.
• Dispatcher: a marketplace dispatch role plus an organization role for appointments and clients.
• Owner or manager: organization.owner, plus marketplace.owner if they manage the marketplace.

Tips

• Give people the smallest role that lets them do their job, especially where patient records are involved.
• Missing a menu item? The person's role doesn't include that permission yet. See Getting Around NomadMD.