Engagement: User Roles and Special Allowances

Understand the available role types in Engagement and special allowances

Erika Gardner avatar
Written by Erika Gardner
Updated this week

When adding a user in Engagement you can choose from the following roles:

  • Doctor

  • Hygienist

  • Office Manager

  • Dental Assistant

  • Front Office

In addition to assigning a user role, you can also attribute certain allowances to users which will grant them the ability perform certain actions or have visibilities in Engagement that are otherwise restricted.

Show in the app: Select this allowance to show this user's profile in the team info in the mobile app.

Admin: Select this allowance to allow the user to make changes in settings and configuration, as well as access certain features in Engagement that are restricted to admin users.

WARNING: Admin users can also delete users and change their admin status.

Chat user: Select this allowance to allow the user to use team chat.

Default doctor: Select this allowance to choose this user as the default provider in Engagement (also displayed in the mobile app).

Default office manager: Select this allowance to choose this user as the default office manager in Engagement (also displayed in the mobile app).

Can sign forms: Select this allowance to allow the user to electronically sign forms submitted by patients in Engagement.

Click here to learn how to set up a new user in Engagement.


Update Allowances for an Existing User

To update user allowances for an existing user, follow the steps outlined below:

  1. Click on the Settings gear in the upper right corner of Engagement

  2. Click on the Users tab and search for the user by name or use the available filters

  3. Click Edit to open the user profile and make changes

  4. To adjust the user role or allowances, click on the role dropdown list and/or update the allowance checkbox selections

  5. When finished, click Save user

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