What each role can do

A team member can hold more than one role. Permissions add up: if any role grants an area, the member can use that area. The role shown in Ona as Clinician is the clinical provider role.

Role access at a glance

Use this table to choose the broad role in Settings → Team Members before you compare individual sections. In the left sidebar, click Settings (at the bottom). In the settings menu, under General, click Team Members.

Access area	Owner	Admin	Staff	Clinician
Organization settings	Yes	Yes	No	No
Team management	Yes	Yes	No	No
Operational dashboard outside settings	Yes	Yes	Yes	No
Patient and visit areas	Yes	Yes	Yes	Yes, scoped
Personal settings	Yes	Yes	Yes	Yes
Can be combined with other roles	Yes	Yes	Yes	Yes

Main dashboard navigation

This table covers the main left navigation, which is always visible in the dashboard. Items marked “when enabled” appear only when that feature is turned on for the organization.

Dashboard area	Owner	Admin	Staff	Clinician
Dashboard	Yes	Yes	Yes	Yes
Leads	When enabled	When enabled	When enabled	No
Patients	Yes	Yes	Yes	Yes, scoped
Visits	Yes	Yes	Yes	Yes, scoped
Calendars / Calendar	Calendars	Calendars	Calendars	Calendar
Services	Yes	Yes	Yes	Yes
Inventory	When enabled	When enabled	When enabled	No
Tasks	Yes	Yes	Yes	Yes
Consents, Forms, Templates, Interviews	Yes	Yes	Yes	Yes
Care Plans in Library	When enabled	When enabled	When enabled	When enabled
Omnichannel	Yes	Yes	Yes	Yes
Faxes	When enabled	When enabled	When enabled	No
Referrals	When fax is enabled	When fax is enabled	When fax is enabled	No
Claims	When insurance is enabled	When insurance is enabled	When insurance is enabled	No
Invoices	Yes	Yes	Yes	No
Care Time	When enabled	When enabled	When enabled	No
Reports	Yes	Yes	Yes	No
Timesheets	When enabled	When enabled	No	No
Settings	Organization and personal settings	Organization and personal settings	Personal settings	Personal settings

Patient chart sections

This table covers the patient sidebar. In the left sidebar, click Patients, then click the patient's name. Clinicians can open patient chart sections that are available to them, but their overall patient access is scoped.

Patient chart section	Owner	Admin	Staff	Clinician
Summary	Yes	Yes	Yes	Yes
Visits	Yes	Yes	Yes	Yes
Cases	When enabled	When enabled	When enabled	When enabled
Care Plans	When enabled	When enabled	When enabled	When enabled
Notebook	Yes	Yes	Yes	Yes
Tasks	Yes	Yes	Yes	Yes
Omnichannel	Yes	Yes	Yes	Yes
Faxes	When fax is enabled	When fax is enabled	When fax is enabled	No
Referrals	When fax is enabled	When fax is enabled	When fax is enabled	When fax is enabled
Consents	Yes	Yes	Yes	Yes
Forms	Yes	Yes	Yes	Yes
Interviews	Yes	Yes	Yes	Yes
Lab Reports	When labs are enabled	When labs are enabled	When labs are enabled	When labs are enabled
Lab Orders	When labs are enabled	When labs are enabled	When labs are enabled	When labs are enabled
Supplements	When enabled	When enabled	When enabled	When enabled
DoseSpot	If enabled for the member	If enabled for the member	If enabled for the member	If enabled for the member
Food Journal	When enabled	When enabled	When enabled	When enabled
Care Time	When enabled	When enabled	When enabled	When enabled
Claims	When insurance is enabled	When insurance is enabled	When insurance is enabled	No
Invoices	Yes	Yes	Yes	Yes
Memberships	When enabled	When enabled	When enabled	When enabled
Details & Settings	Yes	Yes	Yes	Yes

Settings sections

This table covers Settings. In the left sidebar, click Settings (at the bottom). Owners and admins see organization settings. Staff and clinicians see personal settings, plus their individual Insurance section when insurance is enabled.

Settings area	Owner	Admin	Staff	Clinician
My Profile / Profile	Yes	Yes	Yes	Yes
Organization	Yes	Yes	No	No
Team Members	Yes	Yes	No	No
Locations	Yes	Yes	No	No
Subscription	Yes	Yes	No	No
Website & Widget	Yes	Yes	No	No
Notifications	Yes	Yes	No	No
Calendar Sync	Yes	Yes	Yes	Yes
Security	Yes	Yes	Yes	Yes
Omnichannel settings	Yes	Yes	No	No
Fax & Referrals settings	Yes	Yes	No	No
AI Receptionist	Yes	Yes	No	No
Stripe	Yes	Yes	No	No
Memberships settings	When Stripe charges are enabled	When Stripe charges are enabled	No	No
Insurance organization settings	Yes	Yes	No	No
Individual Insurance details	No separate section	No separate section	When insurance is enabled	When insurance is enabled
Clearinghouse	When insurance details are shown	When insurance details are shown	No	No
Billing Rules	When insurance details are shown	When insurance details are shown	No	No
Fee Schedule	When insurance details are shown	When insurance details are shown	No	No
Charting	Yes	Yes	No	No
Cases configuration	Yes	Yes	No	No
Care Plans configuration	Yes	Yes	No	No
Discharge Letters	Yes	Yes	No	No
Leads configuration	Yes	Yes	No	No
Inventory configuration	Yes	Yes	No	No
Food Journal configuration	Yes	Yes	No	No
Timesheets configuration	Yes	Yes	No	No
Labs settings	Yes	Yes	No	No
Supplements settings	Yes	Yes	No	No
Junction	When shown	When shown	No	No
Fullscript	When shown	When shown	No	No
DoseSpot settings	Yes	Yes	No	No

Team member management

This table covers Settings → Team Members. In the left sidebar, click Settings (at the bottom). In the settings menu, under General, click Team Members. Owners and admins can manage team members; staff and clinicians do not see this settings section.

Team action	Owner	Admin	Staff	Clinician
Open Team Members	Yes	Yes	No	No
View the team list	Yes	Yes	No	No
Filter by Status or Role	Yes	Yes	No	No
Open a member record	Yes	Yes	No	No
Select Invite Member	Yes	Yes	No	No
Invite with Admin, Clinician or Staff roles	Yes	Yes	No	No
Invite with Owner role	No	No	No	No
Grant or remove Owner after a member exists	Yes	No	No	No
Remove the last Owner	No	No	No	No
Change Admin, Clinician or Staff roles	Yes	Yes	No	No
Edit a member's profile and provider details	Yes	Yes	No	No
Reset another member's two-step verification	Yes	Yes	No	No
Manage your own two-step verification	In Security	In Security	In Security	In Security
Copy an invitation link	For invited members with a valid link	For invited members with a valid link	No	No
Resend an invitation	For invited non-owner members with an email	For invited non-owner members with an email	No	No
Archive a member	Non-owner members only; not yourself or already deactivated	Non-owner members only; not yourself or already deactivated	No	No

Role-specific actions

This table covers actions that are granted by a specific role or role combination, even when the page itself is visible to more people.

Action	Owner	Admin	Staff	Clinician
Sign a document faxed under your name, such as an outgoing referral letter	Yes	Yes	No	Yes
Use lead links in Chats and auto-select the first chat room when no lead is selected	Yes	Yes	Yes	No
See operational page shortcuts in the command menu, excluding admin-only settings such as Team Members	Yes	Yes	Yes	No
Show a personal booking page link when booking pages are enabled	Only if also Clinician	Only if also Clinician	Only if also Clinician	Yes