Available user permissions
Crownbeam has two separate permission systems: one for lab accounts and one for practice accounts. Which permissions you see and can assign depends on whether you manage a lab team or a practice team.
User permissions at the lab
In Crownbeam, you can individually grant or revoke the following permissions for every team member at the lab:
Permission | What it allows |
Access Organization Settings (Admin) | Access to all business settings – e.g. shipment details, Team |
Access Client Management | Invite and manage practices |
Access Product Catalog | View and edit indications and catalogs, and assign them to clients |
Create New Order | Create new orders at the lab |
Change Deadlines | Adjust shipping and treatment dates in existing orders and set them in new orders |
Write Chat Messages | Communicate with the practice via chat in an order |
Delete | Allows deleting orders as well as files you've uploaded yourself. More on this in Delete an order and Delete files. |
User permissions at the practice
These permissions only apply to practice accounts. In Crownbeam, you can individually grant or revoke the following permissions for every team member at the practice:
Permission | What it allows |
Access Organization Settings (Admin) | Access to all practice settings |
Create New Order | Create new orders at the practice |
Write Chat Messages | Communicate with the lab via chat in an order |
Delete | Allows deleting your own order drafts as well as files you've uploaded yourself. More on this in Delete an order and Delete files. |
How to adjust user permissions
The steps are identical for labs and practices — which permissions you see depends on the account type.
Open the Settings via the gear icon in the top right.
Under My Business, select Team.
Find the team member you want in the list.
Check or uncheck the boxes for the permissions you want.
The change is saved automatically.
Note: Only users with the Access Organization Settings (Admin) permission can manage user permissions.
FAQs
A team member can't change appointments — what should I do?
The Change Deadlines permission isn't enabled for this user. Under Settings → My Business → Team, open the relevant user and check the box for Change Deadlines.
A team member can't create new orders — what should I do?
Check whether the Create New Order permission is enabled for this user, and check the box if needed.
Who can change user permissions?
Only users with the Access Organization Settings (Admin) permission enabled have access to team management.
What user permissions are available for practices?
A practice has four permissions: Access Organization Settings (Admin), Create New Order, Write Chat Messages, and Delete. That's fewer permissions than at a lab, since practices don't need access to client management or the product catalog, for example.
Is the "Delete" permission the same at a lab and at a practice?
No. They're separate settings with the same name. The lab's Delete permission allows deleting placed orders and files uploaded at the lab. The practice's Delete permission only allows deleting your own order drafts and files uploaded by the practice itself.