Custom Roles
Create roles beyond the defaults. Give each a color, then use them when assigning courses or inviting staff.
Steps
- 1
From /team, click Manage Roles in the top-right. Only admins see this button.
- 2
The Practice Roles dialog lists every role. Defaults (Front Office, Dentist, Hygienist, Admin) are read-only and carry a Default badge.
- 3
Under New Role, type a name (e.g. "Lead Assistant") and pick a color from the 8-color palette. Click Add.
- 4
The new role appears in the list and becomes selectable when inviting a team member or assigning a course.
- 5
To remove a custom role, hover it in the list and click the trash icon. Deletion is permanent, so anyone already assigned to it will need to be reassigned.