Roles, responsibilities, and permissions

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Roles at a glance

Tabflows uses two clinic roles:

• Admin — Can use normal shared work and manage clinic-wide settings, members, invitations, billing, and controls marked Admin-only.
• Team — Can use ordinary shared work, Tasks, Chat, and the clinic's existing shared configuration without administrative controls.

Admins can create, resend, copy, or cancel pending clinic invitations. Team members can join and use the clinic workspace but do not see these administrative controls.

Existing Owners and Admins become Admin. Other legacy role labels become Team. Use the current Admin and Team labels in instructions and invitations; do not keep teaching removed Owner, Manager, or Staff labels.

The last active Admin cannot be archived. If an existing member's role needs to change and the control is not available, contact Tabflows Support.

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How to change a role

If you need to change a team member’s role (for example, Team → Admin), email team@tabflows.com with:

• The team member's name
• The team member’s email
• The role you want to change them to

We’ll confirm the request and update the role for you.

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