Every member in Splose has an assigned security role which determines their level of access in the workspace. Each member can have different levels of access to your workspace and the member's security role can be changed by a practitioner admin or practice manager.

This guide outlines what the account owner has access to and details about user guides for Practitioner admin, Practice manager, Practitioner, Receptionist and Accountant.

Each account role has an associated user guide to help members get familiarised with their account.


Account Owner

Every workspace has a sole Account owner who ultimately holds the highest level of permissions. A member who is the account owner can not be deleted from a workspace. There can only be one account owner and is automatically assigned to the person who creates a Splose account. The account owner has authority over the entire workspace, and in case of disputes, will be the point of contact to make final decisions. Only this person can delete the workspace or transfer ownership to someone else.

The account owner can transfer ownership by going to Settings then Members, and under actions click Transfer ownership.

The account owner must confirm the name and email of the new name account owner and enter their password, before clicking Transfer ownership.


Practitioner admin

Who is this role for?

The practitioner admin is usually the owner or part-owner of the business.

Is a practitioner?

Yes

What can they do?

Practitioner admins are practitioners that can view and manage all practitioner schedules, manage all clients and contacts, send and manage invoices for all practitioners, add payments for all practitioners, submit expenses claims for themselves and others and manage all workspace settings. Practitioner admins can view, print and export data for all members.

Read the practitioner admin guide.


Practice manager

Who is this role for?

The Practice Manager is usually a manager of the business who is responsible for overseeing the workspace.

Is a practitioner?

No

What can they do?

Practice Managers can view and edit all practitioner schedules, manage all clients and contacts, send and manage invoices, add payments and expense claims, manage workspace settings and subscription. Practice managers are not practitioners, therefore, they can not be booked for appointments or be assigned for features where a practitioner is required, such as writing a letter or assigning an invoice to themselves. Practice managers can view, print and export data for all members.

Read the practice manager guide.


Practitioner

Who is this role for?

The practitioner role should be assigned to practitioners in the business who need to perform daily activities but does not have control of the rules and settings.

Is a practitioner?

Yes

What can they do?

Practitioners can view and manage their own schedule, manage their clients, send invoices, add payments and submit/approve expenses, view and add all contacts and access reports that relate to their own tasks and financial information. Practitioners can not see content and information added by other practitioners. The practitioner role is usually assigned to full-time practitioners, contractors, part-time staff and any other practitioner who are not owners or managers in the business and who are typically responsible for maintaining their own appointments and compliance. Practitioners can view, print and export reports relating to their own data.

Read the practitioner guide.


Receptionist

Who is this role for?

The receptionist role helps receptionists and admin members oversee practitioners and take payments and who shouldn't be able to access confidential information.

Is a practitioner?

No

What can they do?

Receptionists can view and manage practitioner calendars (including the ability to schedule appointments, edit appointments, cancel appointments and archive appointments), access and edit non-confidential client information such as client details, send online forms, add files (but not edit or delete), view and edit case details, create and view invoices, add payments, view expense claims, add and edit contacts, add communications and view, print and export reports relating to appointments, communication and end of day financial reporting.

Read the receptionist guide.


Accountant

Who is this role for?

The account role helps accountants and bookkeepers access financial information in your business without giving access to sensitive client information.

Is a practitioner?

No

What can they do?

Accountants can view and manage invoices, payments and expense claims as a whole, or for each individual client, view and edit invoice settings, payments settings, services settings and supporting activity settings. They also have access to view, print and export financial data.

Read the accountant guide.

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