Creating Users & Roles¶
Add team members, assign roles and manage their permissions within Akili AI.
What this is for¶
Managing who can access Akili AI, what they can do, and which facilities or rooms they belong to.
Who can do this¶
Practice administrators.
Roles in Akili AI¶
| Role | What they can do |
|---|---|
| Clinician | Record consultations, manage patients, approve notes, generate documents |
| Administrator | Full access including user management, billing and practice settings |
| Receptionist / Staff | Manage patients and appointments; no access to clinical notes |
Inviting a new user¶
See Invite a User to Your Practice for the full steps.
Changing a user's role¶
- Go to Settings → Users.
- Find the user and select Edit.
- Change the role from the dropdown.
- Select Save.
Deactivating a user¶
- Go to Settings → Users.
- Find the user and select Deactivate.
- Confirm the action.
Note
Deactivated users cannot sign in, but their data and notes remain accessible to administrators. This is the preferred option when a staff member leaves, rather than deleting the account.
Common issues¶
User cannot access certain features
Check their role assignment. Some features are restricted to specific roles. You can change roles at any time from Settings → Users.