Appearance
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
| Task | Super admin | Partner admin |
|---|---|---|
| Create / edit partners | Yes | No |
| Create / edit countries | Yes | No |
| Create organization | Choose partner | Own partner only |
| Plans / add-ons / pricing | All (or filtered) | Own partner / country context |
| Delete sensitive records | If delete enabled | Usually not |
If a list looks empty as a partner admin, confirm you are assigned to a partner and that records exist for your country.
