Skip to main content

Managing a Practitioner/ Assistant Account as an Admin



  • Candice Stevenson

    Is there a way to make anyone else an Admin? Or allow an assistant or other practitioner admin abilities? Specifically for the ability to email or print off Financial Details under the Financial Summary Report? They can print and email the summary but do not have access to the same for the Financial Details option. 

  • Ryan

    Candice, yes the Financial Summary Report is available to Assistants and Practitioners if you grant them the "View Clinic Reports" permission.


Please sign in to leave a comment.