Overview
In Juvonno, user profiles in conjunction with User Types control what each staff member can see and do in the system. Choosing the right profile type is important for both access and functionality.
There are three main profile types:
- Administrator
- Practitioner
- Employee
Each serves a different purpose depending on the staff member’s role in your clinic.
Admin Level 2 Profiles
Can:
- Access Clinic Details related to integrations
- Log out inactive users
- Manage User Types settings
- View and edit Administrator Levels the Login tab
- Reinstate deleted Admin Level 2 Profiles
- Edit other Admin Level 2 passwords
Admin Level 1 Profiles
When Admin Level 1 is granted full access, they are still restricted from:
- Updating most information in an Admin Level 2 Profile
- Resetting the password for an Admin Level 2 Profile
- Seeing Clinic Details related to integrations
- Changing the Administrator Level in the Login tab
- Managing User Types (Settings > Staff > User Types)
Practitioner Profiles
- Can use and access the Practitioner Dashboard
- Can have a schedule (i.e., patients can be booked with them)
- Billing
- Copy Last Chart is only available for Practitioner Profiles
- Restricted from accessing sales, payments or AR reports for any staff member other than themselves
- Cannot create staff profiles
- Cannot edit staff profiles
- Cannot update Clinic or Practitioner Access
- Cannot reset passwords
Employee Profiles
Restricted from:
- Accessing the functions of a Level 2 Admin
- Accessing integrations in Accounting (e.g., third-party billing)
- Creating staff profiles
- Accessing the Login tab of staff profiles to reset passwords
- Modifying Charts, Clinic Access, Practitioner Access, Commissions, or Preferences in staff profiles
- Managing User Types (Settings > Staff > User Types)
How It Works
Each user is assigned a profile type that determines:
- Their permissions
- The features they can access
- Whether they can perform clinical, administrative, or limited tasks
Some staff may require more than one profile depending on their responsibilities.
Key Behaviours
Administrator Profiles
Best for front desk staff, managers, and accountants.
Administrators can:
- Create and edit staff profiles
- Create products and services
- Perform provincial billing (e.g., HCAI, MB Health)
- Reset passwords
- Block/unblock staff profiles
- Update User Type in staff profiles
- Reset 2FA Secret
Administrator Levels
Level 2 Administrators
Have advanced system access and control.
They can:
- Add and edit User Types
- Update the Username and Password of other Level 2 Administrators
- Reinstate the deleted profile of another Level 2 Administrator
- Create other Level 2 Administrator profiles
- View and edit administrator levels the Login tab
- Reactive deleted clinics
- View the active licenses and log out staff members
| To logout a user: Go to Settings > under System & Company Settings, General > Security > Active Users, select the staff member, enter your password, and click Logout. |
Typically assigned to clinic owners or senior administrative staff.
Level 1 Administrators
Have standard administrative access without advanced system controls.
They can:
- Perform general administrative tasks
Practitioner Profiles
Used for providers such as physiotherapists, chiropractors, and massage therapists.
Practitioners:
- Can have a schedule and be booked for appointments
- Have access to the Practitioner Dashboard
- Can use charting features like Copy Last Chart (administrator profiles cannot use this)
- Can use telehealth
Limitations:
- Cannot change User Types
- Cannot edit profiles
These restrictions apply even if Full Access is granted
Employee Profiles
Offer very limited system access.
- Restricted from most features and settings
- Typically not recommended for regular use
In most cases, Administrator or Practitioner profiles are a better fit.
What Happens Next
Once a profile is assigned:
- The user’s access is immediately defined by that profile type
- Permissions can be adjusted by updating the profile or User Type (where applicable)
- Additional profiles can be created if a user has multiple roles
Things to Know
Clinic owners often have two profiles
If you are both an owner and a practitioner, you should have:
- An Administrator Profile for system settings and management
- A Practitioner Profile for scheduling, charting, and telehealth
Trying to do everything from one profile usually leads to missing features and mild frustration.
|
💡Tip: To use the same email address for both the Administrator and Practitioner Profiles, use sub-addressing. This simply means you will take your email and add +1 right before the @ Example: If my email is janedoe@example.com then I would use janedoe+1@example.com to use the same email address without it being flagged for not being unique |
Related Articles
How to Set Up User Types & Edit User Type Permissions
How to Set Up an Administrator Profile
How to Create or Edit a Practitioner Profile