Every role can be customized, and each permission is governed through MCP, ensuring safe, consistent access across devices, users, and locations.

Whether you’re a single clinic or a multi-location group, permissions stay synchronized, predictable, and easy to manage.

Default Roles

PawthosX includes five preconfigured roles commonly used in veterinary operations:

• DVM (Doctor)

• CSR (Client Service Representative)

• VA (Vet Assistant / Technician)

• Manager

• Inventory Manager (VA + Supply Room)

• Admin (full system access)

  • Enterprise names can be added with permission levels.

These roles can be customized, expanded, or replaced based on your team’s needs.

How to Edit Roles

You can assign and adjust access at any time.

1. Go to (as admin):
Settings → Global→ Team & Access

2. Choose:

• Select an existing team member

• Or invite a new staff member

3. Set permissions:

• Assign a base role

• Adjust individual module access

• Select access level (local-only or cloud-linked)

Access Levels

Each permission can be tied to a location, device, or cloud identity.

Local-Only

• Access tied to a clinic’s local device or terminal

• Ideal for assistants or CSR stations

• Limits sensitive content outside the building

Cloud-Linked

• Access follows the user across devices and locations

• Ideal for DVMs, Managers, Admins

• Enables multi-site continuity and secure off-site review

MCP enforces these access rules in real time.

Module Permissions

Updated with Atlas replacing RoomOps.

(Additional module lines can be added as new features go live.)

How Permissions Work Across the System

Permissions aren’t just “on/off.”
They shape the entire experience:

• TriageAI: all clinical staff may triage; CSR access surfaces fewer internal details

• DischargeAI: DVM + VA can author; CSR can send if allowed

• InventoryOps: CSR + VA handle daily tasks; DVMs see controlled logs; managers supervise

• Atlas & Flowboard: all clinical roles have access to routing, timers, statuses

• PulseCheck: operations-level visibility for managers/admins only

• VetVault: controlled repository; access varies by compliance settings

Every permission is watched by MCP to prevent cross-role leakage.

FAQ

Can I disable a module for an entire role?

Yes.
Go to Admin → Team & Access → Roles and toggle modules individually.

Can I create custom roles?

Yes — full flexibility is supported in the global release.
Examples:

• Surgery Tech

• Oncology DVM

• Lead CSR

• Inventory Manager

• Medical Director

Do permissions sync across locations?

If the user is cloud-linked: Yes.
If local-only: access stays restricted to that clinic.

Can roles restrict which alerts a user receives?

Yes — alert visibility is controlled per role under Alerts → Role Filters.