Roles and what each one can do
On this page
Roles decide what each person sees and does. Match the role to the job and sensitive data stays protected.
The common roles
An owner/admin sees everything, including revenue and settings. A provider focuses on their schedule and clinical charts. A front-desk role centres on the calendar, patients, and checkout without full financial or admin access.
Choosing a role
Give the least access that lets someone do their job. You can change a member's role any time as responsibilities shift.
Common questions
Can I hide revenue from front-desk staff?
Yes — financial visibility is gated by role, so not everyone has to see the money.
What does deactivating do?
It immediately removes access while preserving the person's historical activity for your records.
Related articles
Run your whole clinic on Tarsi
Scheduling, charting, billing, and retention in one place — free to start, live the same afternoon.
Start free