How do team roles/permissions work?

There are several roles for team members in your practice.

Account Manager: This is an admin role for your Janie account manager.

Practice Owner: This roles allows you to view all practice information, your practice billing plan, and add/remove team members.

Practice Member: This role allows you to view all practice information, but does not allow you to view the practice plan or manage team members.

Agent: This role allows Agents to input workflow data.