Where to find it
Top bar → Team (administrators only) → each person's card → "What they can do"
- Front desk: works the files — uploads, places, fills and signs office sheets with the saved official signature, requests papers, assigns nurses, sends packets. Prepares deliveries that an administrator approves. Does not see the Team tab. In Support, sees only their own cases.
- Administrator: everything above, plus delivers without asking, approves the front desk's deliveries, gives and removes access, saves the agency's official signatures, countersigns with their own stroke, adapts system forms and applies legal hold.
- Owner: everything, plus the account (subscription, registering clinics, the money-back guarantee). The owner's access cannot be removed and the role is not assigned from the screen.
