Last updated 28 November, 2023
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The remainder of these roles should only be given to people you want to act as admins. HQ manager means they can log into HQ. The PresoManager permission allows a user to manage content on behalf of everyone in your practice, or teams if you’re using them. Presets manager allows a user to create what we call presets on behalf of your practice or teams.
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The Reports area lets you run a number of built-in reports on your practice’s—and your clients'—usage. Each report page explains how it works and provides a number of filters depending on the relevant data.
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