The users and permissions settings let you manage staff accounts, assign roles, and control access to different areas of the platform.
User table
| Column | Description |
|---|
| Name | Avatar with initials + full name (“Dr.” prefix for surgeons/anesthesiologists) |
| Role | Surgeon (blue), Anesthesiologist (amber), Nurse (green), Tech (slate), Admin (red) |
| Permission level | Staff, Coordinator, Facility Admin, or Global Admin |
| Account status | Active (green), Pending (amber), or No Account (grey) |
| Actions | Edit, Deactivate, Send/Resend Invite |
Account lifecycle
Add staff member
Create a user record with name and role. Email is optional.
Add email
Add an email to enable account creation.
Send invite
Creates an auth account and sends a welcome email. Status becomes Pending.
User accepts
User clicks the invite link and sets their password. Status becomes Active.
Roles
| Role | Description |
|---|
| Surgeon | Operating surgeon — sees personal metrics and case history |
| Anesthesiologist | Anesthesia provider — assigned to cases via the staff system |
| Nurse | Surgical nurse — assigned to cases |
| Tech | Surgical technician — assigned to cases |
| Admin | Administrative staff — no clinical role |
Permission levels
| Level | Access |
|---|
| Staff | View own assignments, limited settings access |
| Coordinator | Operational settings, case management, schedule management |
| Facility Admin | Full facility access — all settings, users, analytics |
| Global Admin | Cross-facility access — all facilities, admin dashboard, global templates |
Invite system
- Send Invite (blue) — shown for users with email but no account
- Resend Invite (amber) — shown for Pending users
- Welcome email toggle — choose whether to send the email immediately on creation
Deactivation
Deactivating a user performs a soft delete — login access is revoked immediately, but historical data (cases, milestones, flags) is preserved. A Reactivate button is available in the deactivated view.
You cannot deactivate your own account.
Global admin features
Global administrators can view users across all facilities, move users between facilities, and assign the Global Admin permission level.
Next steps
