Roles and Permissions

🔑 Understanding Roles and Permissions in tDoc

Roles and permissions in tDoc provide a structured way to control access to features and data within your team account. Each team member is assigned a specific role that determines what actions they can perform in the workspace. This hierarchical system ensures proper access control and security for your team's data.

👑 Default Roles in tDoc

tDoc comes with a predefined set of roles, each with different levels of access:

1. Owner - Highest level of access with complete control over the account
2. Member - Standard team member with limited permissions
3. Administrator - Full system access to configure settings
4. Editor - Can manage team members and most features
5. Agent - Can handle calls and tasks
6. Limited - Can oversee agents and intervene when needed
7. ReadOnly - Access to reports and analytics only
8. Billing - Special access to billing information
9. Clinical - Special permissions for clinical staff

🛡️ Role Hierarchy and Permissions

Roles in tDoc are organized in a hierarchy, with lower numbers representing higher privileges:

• Hierarchy Level 1: Owner (highest privilege)
• Hierarchy Level 2: Administrator
• Hierarchy Level 3: Member

The hierarchy controls what actions users can perform on other team members. Users with higher-level roles (lower hierarchy numbers) can manage users with lower-level roles (higher hierarchy numbers).

📋 Core Permissions

Each role includes a specific set of permissions that control access to different features:

• Roles Management: Update roles of team members
• Billing Management: Access and update billing information
• Team Settings Management: Configure team account settings
• Members Management: Add and remove team members
• Invitations Management: Send and manage invitations
• Call Management: Handle incoming and outgoing calls
• AI Management: Configure AI agents and automations
• Task Management: Create and assign tasks
• Client Management: Manage client information
• Reports View: Access analytics and reporting

🔒 Row-Level Security

tDoc uses row-level security to ensure data privacy:

• Team account data is only accessible to team members with appropriate roles
• Higher-level roles can manage lower-level roles but not equal or higher roles
• The primary owner has special privileges that cannot be revoked

🚀 Next Steps

Now that you understand how to manage roles and permissions, you can:

• Set up team members with appropriate roles
• Configure AI agents with the right permission levels

By effectively managing roles and permissions, you can ensure that each team member has the right level of access to perform their job while maintaining security and data privacy.