Understanding roles & permissions

Rebrief's access model has three layers: the clinic you belong to, the owners and admins who manage that clinic, and Rebrief's own platform team above all clinics. Here's how they fit together and what each one can see and do.

The clinic is the center of everything

Every patient, appointment, note, and template in Rebrief belongs to a clinic. When you sign in, you're working inside your clinic's account, and you only see and chart on that clinic's patients and appointments.

Belonging to a clinic this way is what's meant by team membership. Your account is tied to a clinic, and that membership is what gives you access to the app.

Clinic staff

Most people using Rebrief day to day — dentists, hygienists, and assistants — are clinic staff. As a staff member, you have full access to the clinical side of the app within your clinic: starting and charting appointments, writing notes, reviewing patient records, and working with templates.

Clinic-wide administrative controls are reserved for clinic owners and admins.

Clinic owners and admins

A clinic owner or admin is someone recognized as owning a clinic's account. Along with everything clinic staff can do, an owner or admin also gets access to an Admin section with organization-level settings for the clinic.

Note: Clinic ownership itself isn't something you assign from within the app — it's assigned by Rebrief.

Rebrief platform administrators

Above all clinics sits Rebrief's own platform team. Platform administrators aren't part of any single clinic — they support Rebrief itself, and they're the ones who assign clinic ownership when a clinic account is set up.

They can also handle account-level matters that reach across clinics, such as disabling an account when needed.

Tip: If you need something at that level — like a change to clinic ownership — reach out to Rebrief support rather than looking for a setting inside the app.

Disabled accounts

If an account is disabled, that person can no longer sign in to Rebrief. This is handled by Rebrief's platform team, for example if someone leaves the practice and should no longer have access.

Disabling an account doesn't erase anyone's work — the appointments, notes, and charting that person created stay part of the patient's record.