Roles, exits & hand-over
Roles that stay in their lane, and safe exits and ownership hand-over.
Receptionists, nurses, pharmacists, lab technicians and practitioners see only what their role allows. A member leaves through approval and a handover checklist; an owner can hand the organisation to an administrator after a cooling-off period.
What it does
- Editable permission matrix
- Handover checklist
- Ownership hand-over with cooling-off
Available in
Demo video coming soon
How it works
Set roles
Adjust what each role can do.
Exit or hand over
Approve, complete the checklist, cut over.
Help & guides