Users & Roles

Manage users, healthcare roles, and practice access · foundation

Foundation only. No invites, password management, or permission writes. Healthcare demo personas plus optional read-only merge from GET /api/v1/users (CRM). Live CRM user CRUD remains at /dashboard/healthcare/users.

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Billing company
Practice
Role
Status

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Demo healthcare users & roles — not wired to healthcare RBAC tables yet.

Total Users

13

Active Users

13

Pending Invitations

3

Admin Users

2

Client Users

4

Read-Only Users

1

User directory

Select a user to preview role assignment and practice scope (placeholder).

NameEmailRoleTenant / Billing Co.Practice AccessStatusLast LoginMFAActions
Avery Kimavery.kim@fynq.healthSaaS Owner Admin / Super AdminFYNQ Health PlatformAll billing companiesactiveMay 24, 2026on
Morgan Reyesmorgan.reyes@fynqmed.comBilling Company AdminFYNQ Medical BillingAll client practicesactiveMay 23, 2026on
Casey Lincasey.lin@fynqmed.comOnboarding SpecialistFYNQ Medical BillingAssigned onboarding clientsactiveMay 23, 2026off
Dr. Maria Chenmaria.chen@sunrisefamilycare.comPractice Owner / Doctor AdminFYNQ Medical BillingSunrise Family CareactiveMay 23, 2026off
Jordan Pateljordan.patel@sunrisefamilycare.comPractice AdministratorFYNQ Medical BillingSunrise Family CareactiveMay 23, 2026off
Dr. David Nguyendavid.nguyen@sunrisefamilycare.comProvider / Doctor UserFYNQ Medical BillingSunrise Family CareactiveMay 23, 2026off
Renee Alvarezrenee.alvarez@sunrisefamilycare.comRead-Only ClientFYNQ Medical BillingSunrise Family CareactiveMay 23, 2026off
Sam Torressam.torres@fynqmed.comBilling Company SupervisorFYNQ Medical BillingAll client practicesactiveMay 23, 2026off
Alex Riveraalex.rivera@fynqmed.comMedical Billing Company BillerFYNQ Medical BillingSunrise, LakesideactiveMay 23, 2026off
Priya Shahpriya.shah@fynqmed.comBilling Company AccountantFYNQ Medical BillingAll client practicesactiveMay 23, 2026off
Chris Morganchris.morgan@fynqmed.comBilling Coding UserFYNQ Medical BillingValley Ortho GroupactiveMay 23, 2026off
Taylor Brookstaylor.brooks@fynqmed.comBilling Company Customer ServiceFYNQ Medical BillingAll client practicesactiveMay 23, 2026off
Jamie Wujamie.wu@fynqmed.comBilling Company Tech SupportFYNQ Health PlatformAll billing companiesactiveMay 23, 2026off

Role & permission matrix

Healthcare SaaS access model (demo). Not connected to role_permissions yet — read-only reference.

RoleDashboardPracticeOnboardingDocumentsReportsAdminBillingRead / Write
SaaS Owner Admin / Super Adminfullfullfullfullfullfullfullread write
Billing Company Adminfullfullfullfullfullfulllimitedread write
Billing Company Administratorfullfullfullfullfullwritelimitedread write
Billing Company Supervisorfullfullreadreadfulllimitednoneread write
Billing Company Userlimitedreadnonereadreadnonenoneread write
Billing Coding Userlimitedreadnonereadreadnonenonewrite
Medical Billing Company Billerlimitedreadnonereadreadnonenonewrite
Billing Company Accountantlimitedreadnonereadfullnonereadread
Billing Company Customer Servicelimitedreadreadreadreadnonenoneread
Billing Company Tech Supportlimitedreadreadreadreadwritenoneread write
Onboarding Specialistlimitedlimitedfullfullreadnonenonewrite
Practice Owner / Doctor Adminlimitedfullreadreadfullnonenoneread write
Practice Administratorlimitedfullreadreadfullnonenoneread write
Provider / Doctor Userlimitedlimitedreadreadreadnonenoneread
Read-Only Clientlimitedreadreadreadreadnonenoneread

Pending invitations

Demo invites only — no email is sent from this screen.

EmailRolePracticeSentExpiresActions
new.biller@fynqmed.comMedical Billing Company BillerLakeside Pediatrics2026-05-222026-05-29
admin@valleyortho.comPractice AdministratorValley Ortho Group2026-05-202026-05-27
readonly@lakesideped.comRead-Only ClientLakeside Pediatrics2026-05-232026-05-30

Security & audit notes

  • MFA enforcement (planned)

    Require MFA for Billing Company Admin and SaaS Owner Admin roles. Not enforced in foundation build.

  • Audit log retention

    Future: append-only audit_logs for role changes, practice scope updates, and failed logins. 90-day retention default.

  • CRM vs healthcare roles

    Existing CRM uses codes like tenant_admin and salesperson in users + user_roles. Healthcare roles are a separate display layer until mapped in DB.

  • No invites in this build

    Add User and Send Invitation buttons open placeholders only. Wire to LeadCentral user APIs when ready.

Assign role

Select a user from the directory to preview role assignment.

Practice access scope

Select a user to see their scope summary.

  • All billing companies

    SaaS Owner Admin — cross-tenant platform visibility (demo).

    Roles: SaaS Owner Admin

  • All client practices

    Billing Company Admin — every practice under the billing company.

    Roles: Billing Company Admin, Supervisor

  • Assigned onboarding clients

    Onboarding Specialist — queue limited to assigned practices.

    Roles: Onboarding Specialist

  • One practice only

    Practice Owner / Administrator — Sunrise Family Care (demo).

    Roles: Practice Owner, Practice Administrator

  • Own provider profile only

    Provider / Doctor User — credentialing and own claims.

    Roles: Provider / Doctor User

  • Read-only reports

    Read-Only Client — view dashboards and reports, no writes.

    Roles: Read-Only Client