Owner or User: who can do what

• User: the usual role for staff, such as receptionists, nurses or a locum covering for two weeks.
• Owner: for the people who manage your staff, such as the clinic manager.

You choose the role when you add or invite someone, and you can change it at any time.

• Use the dashboard for your clinic: the AI agent, phone numbers, call logs and the rest.
• Open the Members page and see the list of people.
• Open Subscription, change the plan and open the Billing Portal. See Choosing or changing your plan.
• Open Organization Settings and see the clinic’s details.

If you don’t see Subscription in the menu, your plan is handled for you. Contact the company that set up AlloMia for your clinic, or AlloMia support.

• See the Add User, Invite User and Time Restrictions tabs on the Members page. With them, an Owner adds and invites colleagues, and chooses the hours a colleague can sign in.
• Change a colleague’s role.

The person who created the clinic account has a few extra powers, whatever their role. Making someone an Owner doesn’t give them these powers.

• Change the clinic’s details and logo in Organization Settings. Anyone else gets an error when they save. See Updating your clinic’s details.
• Close the clinic account. See Closing your clinic account.
• Get the emails about the free trial ending.
• Get an email when someone joins the clinic account on their own with a work email.

The email that confirms a new plan goes to the clinic’s Business Email, shown in Organization Settings.

The dashboard doesn’t show who created the clinic account. If that person leaves your clinic, write to support@medfarsolutions.com.

1. In the menu on the left, under Organization, click Members.
2. On the Members tab, find the person. You can type their name in the Search name... box.
3. Click the three dots (⋮) at the end of their row.
4. Point to Change Role, then click Owner or User.

The change happens right away, with no confirmation. You’ll see “Role updated successfully”, and the Role column shows the new role. Only an Owner can change roles.

A colleague who becomes an Owner sees the extra tabs the next time they open the Members page. A colleague who becomes a User no longer sees them.

You can’t change the role on an invitation. Send the invitation again from the Invite User tab with the new role.

AlloMia doesn’t stop you from changing the last Owner to User, even if that Owner is you. If your clinic account has no Owner left, nobody can add or invite colleagues, or change roles.

Before you change your own role, make sure another person is an Owner. If it’s too late, write to support@medfarsolutions.com.

• “You are not an owner of this organization”: your role is User. Ask an Owner to change the role for you.
• You don’t see Change Role on a row: that row is an invitation. Send it again from the Invite User tab with the new role.
• An Owner gets an error when saving the clinic’s details: only the person who created the clinic account can change them.