Engagement: User Roles and Special Allowances

Understand the available role types in Engagement and special allowances

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

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 and permissions to users which will grant them the ability perform certain actions or have visibilities in Engagement that are otherwise restricted.

Special Allowances Options

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

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

If you are unable to access Settings or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.

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. Search for the user by name using the search bar or use the available filters by clicking on the Role or Permission column

  3. Click on the three-dot menu, then 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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