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Getting Started

Practitioners & Permissions

How to invite Doctors, Receptionists, and Pharmacists, and configure their system permissions.

To maintain data integrity and medical confidentiality, Mazecare uses Role-Based Access Control (RBAC). System users and clinical staff are granted access permissions corresponding to their operations profile using Access Rights policies.


Detailed Step-by-Step Configuration

Follow these five steps to set up your team's login access, link their clinical profiles, and define their system permissions.

Step 1: Invite or Create Users

To set up a new user accounts for your team members so they can log in, you create users in the access settings:

  1. Navigate to Access Management (/settings/access-management) and select the Users tab.
  2. Click New User to launch the User Creation Wizard.
  3. Fill in the mandatory fields
  4. During user creation, you can directly assign user attributes (like access rights, roles, or clinical entities like Doctor and Staff) in the wizard.
  5. Click Create to create the user account and send an activation email to their inbox.

You can also invite new user or existing user who's outside current tenant by clicking Invite by Email button beside Create User button.

Step 2: Creating Practitioner (Doctor and Staff Entity)

Before linking users to clinical data, you must register them as physical practitioners or staff members in the operations console:

  • For Doctors (Clinicians):
    1. Navigate to Doctors (/operations/doctors)
    2. Click New Doctorand enter their professional details
  • For Staff (Receptionists, Nurses, Pharmacists):
    1. Navigate to Staff (/operations/staffs)
    2. Click New Staffand complete details

Step 3: Attaching Entity to a User

To allow a login account (User) to sign prescriptions, manage consultation queues, or check out patients, you must attach their practitioner entity to their User account:

  1. Navigate to Access Management (/settings/access-management) and go to the Users tab.
  2. Find the desired User and click on their name to open the user details page.
  3. Click on Attach Entity sidemenu
  4. Select the entity by clicking Modify entity of this user
  5. Type Doctors, Receptionists, Nurses, Pharmacists name then select from the dropdown list

Step 4: Attaching Access Rights to a User

Access Rights provide granular, policy-based permissions for individual resource overrides (e.g., granting a receptionist temporary view access to inventory):

  1. Navigate to Access Management (/settings/access-management) and go to the Users tab.
  2. Find the desired User and click on their name to open the user details page.
  3. Click on Access Rights sidemenu
  4. Click Modify Access Right(s)
  5. Search for an access rights in the modal, then click on the checkbox to select it (it supports multiselect)
  6. Click Save to attach the entity to the user.

Step 5: Attaching Permission Roles to a User

Roles define group of access rights. Assigning roles is the primary way to manage staff authorization:

  1. Navigate to Access Management (/settings/access-management) and go to the Users tab.
  2. Find the desired User and click on their name to open the user details page.
  3. Click on Permission Roles sidemenu
  4. Click Modify Role(s) to this User
  5. Search for a role in the modal, then click on the checkbox to select it (it supports multiselect)
  6. Click Save to save changes.

Warning
For security reasons, Users must be attached to an entity (Doctor, Receptionist, Nurse, Pharmacist) before they can log in.
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