User Roles and Permissions let you control what each team member can see and do in SpecCheck, so everyone has the tools they need and nothing they don't.
Roles by Plan
Free Plan: Users can be set as Administrators or Standard Users.
SpecCheck Pro: Customize Standard Users with add-on permissions like Payments Access and Reporting Access. Learn more about Pro.
Role Types
Administrator
Access: Unrestricted access to all resources, settings, payments, reporting, and user management.
Shows as Full Access in the Permissions column.
Standard User
Access: Core order tools. By default, no Payments or Reporting access and limited user management.
Shows as Standard Access, or Custom Access if add-on permissions have been granted.
Standard User Add-Ons (Pro Only)
Payments Access: View statements, make payments, manage autopay, and handle other payment tasks.
Reporting Access: View Advanced Practice Reporting.
How to Assign Roles and Permissions
Go to Settings → Team & Roles.
Click Add User for a new teammate, or click the "..." next to an existing user and select Edit User.
Select Administrator or Standard User.
Optional: For Standard Users, check Payments Access and/or Reporting Access.
Click Send Invite (new users) or Save (existing users).
FAQ
1. What happens if I don't enable any add-on permissions for a Standard User?
They can still log in and use core order tools, but won't see Payments or Reporting features.
2. Can I change someone's role later?
Yes! Use Edit User on the Team & Roles page at any time.
3. Can Admins customize their own permissions?
No, Admins automatically have access to everything.
4. What happens if my Pro subscription lapses?
Custom Standard user roles are reset when an account is downgraded and re-upgraded. Learn more.
Questions? Contact us at [email protected].