TROUBLESHOOTING · TEAM & RESOURCES
Help with Roles and permissions
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
01
Start with your roles and permissions setup
These are checks drawn from this feature's own instructions.
- Review current roles in Team or Security.
- Choose the least-privileged role that supports the person's duties.
- Test access with a dedicated fictional staff account.
- Revoke unneeded access promptly when responsibilities change.
- Clinical permissions are separate inside RL Health.
- Only approved owners or admins should change sensitive account settings.
02
Common problems in Team & resources
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
A staff member cannot access or manage something
- Review their assigned role and business membership.
- Check service, appointment, and resource assignments.
- Confirm the intended staff account, not another user's session, is signed in.
Avoid broadening permissions beyond what the role actually requires.
A room or provider does not appear as available
- Check working hours, time off, and location eligibility.
- Look for another reservation of the same shared resource.
- Review whether the service requires a specific room or staff capability.
Verify a conflict-free test slot before changing resource rules.
03
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Roles and permissions as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.