Custom Roles

We've introduced a flexible role-based access system that gives you tighter control over what clinicians can see and do inside the platform. This feature is available to eligible practices.

Custom Roles

• Create roles with tailored visibility and permissions

• Choose which modules or submodules should be hidden entirely, or accessible in read-only mode

• Supported modules include: Client Profile, Control Panel, Invoices, and Forms

• Permissions can only be reduced (hide modules/submodules or switch to read-only). Expanding permissions beyond the default access is not yet supported

Assign Roles During Clinician Invitation

When inviting a clinician, you can immediately assign any custom role you've created.

Update Roles for Existing Clinicians

Existing clinicians can be switched to a custom role at any time — no need to recreate accounts.

What Clinicians Experience

After logging in, clinicians will only see the modules allowed by their assigned role.

Check out our 'How to' guide here: https://support.tacklit.com/en/articles/13837634-custom-role-types