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Roles & access

Cliniify CRM has two main roles. Your role is shown on your profile.

SUPER_ADMIN

Full platform access:

  • Manage partners and countries
  • See and filter data across partners
  • Manage organizations, plans, add-ons, subscriptions, settings, enquiries, and marketing content
  • Delete actions only when delete is enabled on the account (delete_enabled)

PARTNER_ADMIN

Scoped to your assigned partner:

  • Manage organizations, plans, add-ons, subscriptions, enquiries, settings, and marketing content for that partner
  • Partner and country menus are hidden
  • Partner is fixed when creating organizations (no partner picker)

What this means day to day

TaskSuper adminPartner admin
Create / edit partnersYesNo
Create / edit countriesYesNo
Create organizationChoose partnerOwn partner only
Plans / add-ons / pricingAll (or filtered)Own partner / country context
Delete sensitive recordsIf delete enabledUsually not

If a list looks empty as a partner admin, confirm you are assigned to a partner and that records exist for your country.

Cliniify CRM user documentation