Helpoben.care

Create and edit access roles

Make a custom role, choose what it can do, and give it to a staff member.

Who can do this
Clinic Owner only
Where in Oben
/settings/access

Saved in this browser only, so every article can open its screen.

Every staff member has one access role. It decides what they can see and change. Clinical authority, such as being a provider, is separate and is not set here.

Steps

  1. Open Settings, then Clinic → Roles & Access.
  2. To make a new role, type a New role name, choose Start from (a starting template or Blank role), and select Create role.
  3. To change a role, select Edit on its row.
  4. Update the Name or Description, then tick or untick the capabilities in each group. Items marked High risk give wide access.
  5. Select Save.
  6. To give the role to someone, open Team → People, select Actions ··· on their row, then Edit. Choose the Access role and select Save.

Good to know

  • The Owner role is protected. You can View it, but not reduce or copy it.
  • Clone copies a role. Preview this role shows the app as that role sees it, read-only.
  • Archive is offered for custom roles. Move everyone to another role first, or Oben refuses.
  • New capabilities start off for every role except Owner until you turn them on.