{"id":1919,"date":"2026-01-21T05:26:09","date_gmt":"2026-01-21T05:26:09","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=1919"},"modified":"2026-01-27T13:12:09","modified_gmt":"2026-01-27T13:12:09","slug":"permission-settings","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation\/configuration-kivi-pro\/permission-settings\/","title":{"rendered":"Permission Settings"},"content":{"rendered":"
\n

1. Overview<\/h2>\n\n\n\n

Permission Settings<\/strong> is a KiviCare Pro feature that provides granular control over what each user role can view and perform within the clinic management system. It enables administrators to enhance system security and streamline operational workflows by enabling or disabling specific capabilities for different user types.<\/p>\n\n\n\n

\n\n\n\n

2. Key Features<\/h2>\n\n\n\n

Role-Based Access Control (RBAC)<\/h3>\n\n\n\n

Permissions are organized by user role, allowing administrators to define distinct access levels for:<\/p>\n\n\n\n

    \n
  • Administrator<\/strong>
    Full system access, including global settings and configuration.<\/li>\n\n\n\n
  • Clinic Admin<\/strong>
    Manage clinic-specific operations, doctors, and staff.<\/li>\n\n\n\n
  • Doctor<\/strong>
    Access patient records, appointments, encounters, and prescriptions.<\/li>\n\n\n\n
  • Receptionist<\/strong>
    Handle front-desk operations such as billing, scheduling, and patient coordination.<\/li>\n\n\n\n
  • Patient<\/strong>
    Specialized access to the patient portal, including:\n
      \n
    • Viewing personal medical records<\/li>\n\n\n\n
    • Booking and managing appointments<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
      \n\n\n\n

      Module-Level Permissions<\/h3>\n\n\n\n

      Permissions are grouped by functional modules. Administrators can enable or disable access at both the module and action level.<\/p>\n\n\n\n

      Common modules include:<\/p>\n\n\n\n

        \n
      • Appointment<\/strong>
        Control booking, editing, viewing, and canceling appointments.<\/li>\n\n\n\n
      • Billing<\/strong>
        Manage invoices, payments, and financial reports.<\/li>\n\n\n\n
      • Clinical Detail<\/strong>
        Access medical records, SOAP notes, and patient history.<\/li>\n\n\n\n
      • Patient<\/strong>
        Permissions to add, edit, or view patient profiles.<\/li>\n\n\n\n
      • Prescription<\/strong>
        Control who can create, edit, or view prescriptions.<\/li>\n\n\n\n
      • Encounters<\/strong>
        Manage patient visit records and encounter templates.<\/li>\n\n\n\n
      • Other Modules<\/strong>
        Service, Holiday, Dashboard, Reports, and more.<\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        Action-Specific Granularity<\/h3>\n\n\n\n

        For most modules, permissions can be fine-tuned using action-level controls:<\/p>\n\n\n\n

          \n
        • View \/ List<\/strong> \u2013 Allow viewing data without modification<\/li>\n\n\n\n
        • Add<\/strong> \u2013 Allow creation of new records<\/li>\n\n\n\n
        • Edit<\/strong> \u2013 Allow modification of existing records<\/li>\n\n\n\n
        • Delete<\/strong> \u2013 Allow permanent removal of records<\/li>\n\n\n\n
        • Export<\/strong> \u2013 Allow downloading data (CSV \/ Excel) for external use<\/li>\n<\/ul>\n\n\n\n
          \n\n\n\n

          3. How to Use<\/h2>\n\n\n\n
            \n
          1. Navigate to Settings > Permission Settings<\/strong>.<\/li>\n\n\n\n
          2. Select the User Role<\/strong> tab you wish to configure (e.g., Doctor).<\/li>\n\n\n\n
          3. Scroll through the list of available Modules<\/strong> (e.g., Appointment).<\/li>\n\n\n\n
          4. Toggle permission switches ON<\/strong> or OFF<\/strong> as needed.<\/li>\n<\/ol>\n\n\n\n
              \n
            • Example: Disable Appointment \u2192 Delete<\/strong> to prevent doctors from deleting appointments.<\/li>\n<\/ul>\n\n\n\n
                \n
              1. Click Save<\/strong> to apply changes immediately.<\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n
                \n\n\n\n

                4. Operational Benefits<\/h2>\n\n\n\n
                  \n
                • Enhanced Data Security<\/strong>
                  Prevent unauthorized access to sensitive patient data, exports, or critical system actions.<\/li>\n\n\n\n
                • Workflow Compliance<\/strong>
                  Ensure only qualified roles (e.g., Doctors) can create medical records or prescriptions.<\/li>\n\n\n\n
                • Simplified User Experience<\/strong>
                  Hide unused modules for specific roles to declutter dashboards and reduce confusion.<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"

                  1. Overview Permission Settings is a KiviCare Pro feature that provides granular control over what each user role can view and perform within the clinic management system. It enables administrators to enhance system security and streamline operational workflows by enabling or disabling specific capabilities for different user types. 2. Key Features Role-Based Access Control (RBAC) […]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[],"class_list":["post-1919","post","type-post","status-publish","format-standard","hentry","category-configuration-kivi-pro"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1919","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=1919"}],"version-history":[{"count":2,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1919\/revisions"}],"predecessor-version":[{"id":2527,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1919\/revisions\/2527"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=1919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=1919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=1919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}