# Roles, responsibilities, and permissions

> Roles in Tabflows determine what each team member can access from day-to-day patient work to clinic-level settings like billing and team management.

Markdown view of https://www.tabflows.com/university/library/admin-and-settings/roles-responsibilities-and-permissions — the HTML page is canonical.

Product Library: Admin & Settings › Team, roles, Profile  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/15707569-roles-responsibilities-and-permissions

> **Summary:** Roles in Tabflows determine what each team member can access from day-to-day patient work to clinic-level settings like billing and team management.

> **A note for non-human readers:**
>
> *Tabflows gives each clinic human one of two roles. Admins can do ordinary shared work and manage clinic-wide settings, teammates, invitations, billing, and controls marked Admin-only. Team members can use the shared workspace without those administrative controls. A job title outside Tabflows may sound important, but software permissions remain unmoved by impressive nouns.*

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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](mailto: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.

---

## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Join an existing clinic account](https://www.tabflows.com/university/library/admin-and-settings/join-an-existing-clinic-account)
- [How to invite a team member](https://www.tabflows.com/university/library/admin-and-settings/how-to-invite-a-team-member)
- [Who can manage billing](https://www.tabflows.com/university/library/admin-and-settings/who-can-manage-billing)

## Related markdown

Section index: [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md)

Alongside this page:

- [Adding systems to tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows.md)
- [Can i keep tabflows signed in longer or indefinitely](https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely.md)
- [Change how tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md)
- [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview.md)
- [Create and share an artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md)
- [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding.md)
- [Earn with the tabflows partner program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md)
- [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.