Team and roles
People join your organization through your SherDore account. See Your team. Inside Dental, each person has one of five roles, and the Team page lists everyone and lets an owner or office manager change a role.
| Role | Typical person |
|---|---|
| Owner | The practice owner. |
| Office manager | Runs the front desk and admin. |
| Dentist | Treats patients. |
| Hygienist | Hygiene and recall care. |
| Billing | Handles invoices and payments. |
What each role can do
Section titled “What each role can do”| Area | Owner | Office manager | Dentist | Hygienist | Billing |
|---|---|---|---|---|---|
| Team and organization settings | ✓ | ✓ | |||
| Patients | ✓ | ✓ | ✓ | ✓ | |
| Leads | ✓ | ✓ | ✓ | ✓ | |
| Recurring plans | ✓ | ✓ | ✓ | ✓ | |
| Treatments | ✓ | ✓ | ✓ | ||
| Estimates | ✓ | ✓ | ✓ | ||
| Invoices and payments | ✓ | ✓ | ✓ |
Settings
Section titled “Settings”Owners and office managers set the practice’s defaults under Organization settings: default tax rate, default terms and how long an estimate stays valid.