Custom roles let you define roles and permissions that match how your team works, so access reflects each person's actual job instead of a fixed set of one-size roles.
Roles that match your team
Your roles.
Define roles that fit how you work.
Right access.
Each role gets exactly what it needs.
Not one-size.
No forcing people into fixed roles.
Safe by design.
Access matches responsibility.
Your roles, not fixed ones
- ✕Fixed, one-size roles
- ✕Access that does not fit
- ✕Over- or under-granted access
Built for how you work
IT & security
Build roles that fit your team.
Managers
Match access to each job.
Enterprise & multi-site
Control access at scale.
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
Can I define my own roles?
Yes. Build roles and permissions that match how your team works.
Does each role get the right access?
Yes. Access reflects each person's actual job.
Is it safe?
Yes. Access matches responsibility by design.
