Help / Admin & billing

Configure organization roles and permissions

The Organization Role Config screen is where you control what each role can see and do across your Medipyxis organization.

Before you start

• Access requires the superadmin role, or a facility-admin role (admin, clinical_manager, or bd_manager) for at least one facility.
• Configuration is per organization — you select the organization at the top of the screen.
• Changes take effect on an affected user's next page load (the configuration is cached).

Open the screen

Navigate to /administrator → Organization Role Config (/administrator/org-role-config). The /administrator cockpit link appears in the sidebar for admin roles, outside the facility-scoped navigation.

The Organization Role Config matrix. Rows are roles; columns are features. A checked box means the role has access to that feature.

Seeded roles

Medipyxis ships ten built-in roles. They cover the most common job functions and cannot be deleted, but their permissions can be adjusted.

Role	Primary function
admin	Full organization access; manages all facilities and users
clinical_manager	Oversees clinical staff; access to Fleet Calendar, Visit Wizard, Oversight Cockpit
medical_director	Clinical sign-off; access to LCD Navigator™ audit and reporting
clinician	Visit documentation; access to Visit Wizard, patient records, orders
referral_coordinator	Manages Referral Intake kanban and Fax Review Queue
bd_rep	Business Development; CRM, BD Dashboard, limited patient view
bd_manager	BD rep management; CRM, BD Dashboard, Oversight Cockpit BD metrics
finance_ap	Accounts Payable; Billing (read), Inventory Accounts Payable
vendor_coordinator	Vendor-facing inventory management; Product Catalog and inventory
biller	Billing access; Claims, Denials, Payments, and the facility Charge Master

Platform-level roles superadmin and customersupport (Medipyxis-internal) sit above these organization roles and are not configured here.

Feature permission matrix

The matrix uses checkboxes at the intersection of each role and feature. A checked box means the role can access that feature.

Feature	Typical roles with access
Dashboard	All roles
Referral Intake	referral_coordinator, clinician, clinical_manager, admin
Patient Management	clinician, clinical_manager, medical_director, admin
Visit Wizard / EHR	clinician, clinical_manager, medical_director
Fleet Calendar	clinician, clinical_manager, admin
Inventory	vendor_coordinator, finance_ap, clinical_manager, admin
Orders & DME	clinician, clinical_manager
Billing	biller, finance_ap, admin
CRM	bd_rep, bd_manager, admin
Business Development	bd_rep, bd_manager, admin
Oversight Cockpit	clinical_manager, medical_director, bd_manager, admin
HR & Compliance	admin, clinical_manager
Administrator	superadmin, admin
Team Chat	All roles

This matrix shows typical defaults. Your organization may have customized these — always verify the live checkboxes in Organization Role Config rather than relying on the table above.

Set a permission

1. Open Organization Role Config and select the organization from the dropdown at the top.
2. Find the role row and feature column you want to change.
3. Check or uncheck the box.
4. Click Save. A confirmation toast appears; the change applies to affected users on their next page load.

Removing a feature from a role hides that sidebar link for every user with that role on their next load. Communicate permission changes to affected staff in advance.

Billing roles are facility-scoped

Billing roles (biller and related) are scoped to a specific facility — they cannot hold a global (all-facility) wildcard. Assign the billing role at the facility where the user works. The biller role can view and edit that facility's Charge Master; creating and editing claim codes and claim status remains governed by the same role configuration.

Worked example

Scenario: give referral_coordinator visibility into Billing so coordinators can see claim status without creating or editing claims.

1. Open Organization Role Config and select the organization.
2. Find the referral_coordinator row and the Billing column and check the box.
3. Click Save.
4. Notify affected users that the Billing link is now visible in their sidebar. If you need finer-grained (read-only) billing access than the feature toggle provides, contact Medipyxis support.