Advanced permissions give you fine-grained control over who can see and do what across teams, roles and records, so access matches responsibility and sensitive information stays protected.
Access that matches responsibility
Fine-grained.
Control access down to the detail.
By role and team.
Set permissions that match each role.
Least privilege.
Everyone gets exactly what they need.
Protected.
Sensitive information stays safe.
Fine-grained, not all-or-nothing
- ✕Everyone sees everything
- ✕Blunt, all-or-nothing roles
- ✕Sensitive data exposed
Built for how you work
IT & security
Enforce least-privilege access.
Managers
Match access to responsibility.
Compliance leads
Protect sensitive information.
More blocks in the clinical core
Everything in Base works from the same client record.
Calendar
→Schedule appointments across practitioners with availability and room views.
Telehealth
→Run secure video sessions from inside the platform, no extra software.
Forms
→Send intake and clinical forms clients complete before they arrive.
Assessments
→Deliver standardised assessments and track scores over time.
Client profile
→One clinical file per client with history, documents and contacts in one place.
Consent
→Capture and store client consent digitally with an audit trail.
Common questions
How fine-grained is access?
You control who can see and do what down to the detail.
Can I set it by role?
Yes. Permissions match each role and team.
Does it protect sensitive data?
Yes. Access matches responsibility, keeping information safe.
See access that matches responsibility
A 20-minute walkthrough of Advanced.
