This page covers managing staff accounts and role-based permissions.
Accounting App: ERPNext Accounting — Full integration details
| Role | Permissions |
|---|---|
| Registered Manager | Full access — manage staff, configure practice settings, view all patient data, manage appointments, access reports and import tools. Holds overall responsibility for the practice's account, compliance, and user management. Only the Registered Manager can authorise role changes and account recovery. |
| Clinician | View and update patient records, manage appointments, record clinical notes, issue prescriptions |
| Receptionist | Manage appointments, register new patients, update demographics, view patient records (read-only for clinical data) |
| Accountant | Full financial management — access to invoicing, payments, journals, reports, and accounting settings. Also has standard practice management permissions. |
The system integrates with ERPNext for full accounting and invoicing. Staff with the appropriate role can access the accounting portal without re-entering their credentials.
For full implementation details, see the GP Booking App — ERPNext Integration Plan.
accounts.gp.veripath.co.ukACCOUNTANT)Full access to all ERPNext accounting features:
| Feature | Access |
|---|---|
| Sales Invoices (create, edit, delete) | ✅ |
| Payments & Payment Entries | ✅ |
| Journal Entries | ✅ |
| General Ledger & Financial Reports | ✅ |
| Accounts Settings (charts, tax, etc.) | ✅ |
| Buying / Purchase Orders | ✅ |
| Customer & Supplier Management | ✅ |
ACCOUNTS_USER)Limited to invoicing and basic transactions:
| Feature | Access |
|---|---|
| View Sales Invoices | ✅ |
| Create Sales Invoices | ✅ |
| Record Payments | ✅ |
| Run Basic Reports | ✅ |
| Modify Accounting Settings | ❌ |
| Delete/Cancel Invoices | ❌ |
| Journal Entries | ❌ |
Receptionists logging into the accounting portal automatically receive Accounts User level access for basic invoice management.
Registered Managers receive Accountant (full access) when logging into the accounting portal.
Changes to roles take effect immediately.
Disabled users cannot log in. Their historical data (appointments, notes) is preserved.
If a staff member forgets their password:
Alternatively, users can click Forgot Password? on the login page.