Setup
Team, roles and permissions
Invite colleagues, give them the right role, and create custom roles.
Open the clinic menu at the bottom of the sidebar, then Clinic Settings. Manage staff is where you invite and manage people; Edit roles is where you decide what each role can do.
Inviting staff
- Go to Manage staff and choose Invite staff.
- Enter their email address and choose a role.
- They receive an email with a link to create their account and join your clinic.
Pending invitations are listed under Invitations, where you can resend or revoke them. Invitation links expire, so resend one if a colleague didn’t use it in time.
For each staff member you can change role, suspend (they can’t sign in until reactivated) or remove them.
Default roles
Every clinic starts with five roles:
| Role | Typical use |
|---|---|
| Owner | Full access, including billing, integrations, the audit log and exporting or erasing patient data. There is one Owner per clinic, and the role can’t be edited or deleted. |
| Manager | Runs day-to-day operations: staff, templates, agents and all clinic data. No access to billing. |
| Doctor | Views calls and transcripts for their own patients. |
| Nurse | Views the call queue, live calls and transcripts. |
| Receptionist | Manages the call queue and follows outbound calls. |
Custom roles
Under Edit roles, choose New role, give it a name, and switch on exactly the permissions it needs. You can start by copying the permissions of an existing role. Every role except Owner can be edited.
Permissions
Each permission unlocks one thing. The main groups are:
| Area | Examples |
|---|---|
| Billing | See the plan and invoices; change plan or payment method |
| Staff and roles | See staff; invite; remove; change roles; edit roles |
| Patients | See own or all patients; manage outreach; record consent; export; erase |
| Call queue | See the queue; pause or cancel queued calls |
| Calls | See own or all calls and transcripts; watch live calls; place calls; transfer calls; archive; delete; see scores |
| Templates | See, edit, create or delete templates; manage custom placeholders |
| Agents | See or change agent configuration |
| Playground | Run test calls in the browser |
| Integrations and settings | See or manage integrations; see or change clinic settings; see the audit log |
Buttons and pages you don’t have permission for are hidden. The same permissions are always checked again by Voxlera’s servers, so hiding something in the dashboard is never the only protection.
Leaving or deleting a clinic
In Edit clinic → Danger zone, staff can leave a clinic. Only the Owner can delete the clinic, by typing its name to confirm.