To ensure everyone has the appropriate level of access, assign each team member the role that best matches their responsibilities.
Admin
Administrators have full access to all features and settings, including team billing, workspace settings, user management, templates, and all clinical work.
Best suited for: Clinical leads, practice managers, and IT administrators.
Clinician
Clinicians have full access to the clinical documentation tools needed to record and manage patient consultations.
Best suited for: Doctors, nurses, and other healthcare professionals who use CortexaNote during patient care.
Clinicians can:
Create, edit, and delete their own sessions, notes, documents, and personal templates.
Record consultations and generate documentation.
Clinicians cannot:
Manage team billing or workspace settings.
Edit or delete team templates.
Assistant
Assistants support clinicians with documentation and session management without having access to recordings or independent clinical workflows.
Best suited for: Receptionists, administrative staff, and anyone responsible for preparing or finalizing documentation.
Assistants can:
Create sessions on behalf of clinicians.
Edit existing clinician sessions.
Export documents.
Assistants cannot:
Delete clinician sessions.
Record consultations.
Create or manage their own sessions.
Template Admin
Template Admins are responsible for creating and maintaining shared templates for the team.
Best suited for: Staff responsible for standardizing documentation across the practice.
Template Admins can:
Create, upload, edit, and delete team templates.
Template Admins cannot:
Access patient sessions or clinical documentation.
Manage billing, workspace settings, or other administrative features.
