User Levels

There are three system-wide user levels in PracticeFlow, each with defined access rights:

Owner

The account owner (the user who started the trial) has full administrative rights and can access all areas of the system, including billing and subscription management (via Stripe). This role is typically reserved for firm principals or practice owners.

The system supports only one owner. If you subsequently wish to change the owner, first add the new owner as an administrator level user and then contact support so that the owner role can be transferred to the new user.

Administrator

Can access all settings except billing. Suitable for operations managers or senior staff responsible for task setup and user management.

Staff

Cannot access any system-level settings, user management, or billing. Staff users can view and manage tasks, clients, and notes within the app.