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Manage Staff & Roles
Add lab staff, assign roles, and control what each person can see and do in EaseLab.
Permissions: Tenant admin, or users.manage + roles.manage
Understanding roles
| Role type | Description |
|---|---|
| Tenant Admin | Full access (lab owner) |
| System roles | Pre-seeded templates (Receptionist, Technician) |
| Custom roles | Your own permission combinations |
See RBAC for the full permission catalog.
Add a staff member
- Go to Admin → Users → Add User.
- Fill the form:
| Field | Required | Notes |
|---|---|---|
| Username | Yes | Login identifier |
| Yes | Used for login and notifications | |
| Password | Yes | Initial password (user can change) |
| First / Last name | No | Display name |
| Phone | No | Contact |
| Active | Yes | Uncheck to disable without deleting |
| Roles | Yes | Select one or more roles |
- Save. User receives credentials (share securely).
API: POST /lab/admin/users
Create a custom role
- Go to Admin → Roles → Add Role.
- Set name, description, and color (for UI badges).
- Select permissions by module:
| Group | Example permissions |
|---|---|
| Patients | patients.view, patients.create |
| Invoices | invoices.view, invoices.create |
| Results | results_entry.edit, result_verification.edit |
| Quick access | quick.create_invoice, quick.send_sms |
- Save.
API: POST /lab/admin/roles
Edit or deactivate users
| Action | Steps |
|---|---|
| Change roles | Users → Edit → update role checkboxes |
| Reset password | Edit user → set new password |
| Deactivate | Set Active = false |
| Delete | Soft-delete (preserves audit history) |
WARNING
Deactivate departed employees immediately. Do not share login credentials between staff.
Permission tips by role
| Role | Recommended permissions |
|---|---|
| Receptionist | patients.*, invoices.create/edit, quick.create_invoice |
| Phlebotomist | sample_collection.*, samples.view |
| Lab technician | results_entry., samples. |
| Pathologist | result_verification., report_delivery. |
| Accountant | ledgers., expenses., reports (finance) |
| Branch manager | Above + reports_viewer.view for their center |
Verify access
Users can check their own permissions:
- UI: Account → Access (if exposed)
- API:
GET /lab/admin/access
Plan limits
Subscription plans may cap the number of users. Check Admin → Subscription before adding staff. Exceeding limits blocks new user creation.
Platform admin users
Platform admin accounts are managed separately in the admin portal — not through tenant admin. See Platform Administration.