REFProduct Docs
Roles & permissions
The smallest role that lets someone do their job keeps audit logs clean and prevents accidental changes.
Roles
Owner
Full access. One per organization. Manages billing and ownership transfer.
Admin
Team, locations, integrations, and settings. No billing or org deletion.
Pharmacist
Full workflow access. Sends pharmacist-judgment patient updates and approves alternative path.
Technician
Full workflow triage and drafting. A pharmacist or admin reviews messages requiring pharmacist judgment.
Billing
Plans, invoices, payment method, billing contact. No patient workflow access.
Viewer
Read-only access for managers, auditors, or consultants.
Permission summary
| Capability | Owner | Admin | Pharmacist | Technician | Billing | Viewer |
|---|---|---|---|---|---|---|
| View workflow (queue, claims, PA, updates) | ||||||
| Create and edit prescription issues | ||||||
| Draft patient updates and prescriber messages | ||||||
| Send patient updates (pharmacist-judgment messages) | ||||||
| Accept AI-suggested classification or draft | ||||||
| Approve alternative path suggestions | ||||||
| Manage team and roles | ||||||
| Manage locations and integrations | ||||||
| View billing and invoices | ||||||
| Change plan or payment method | ||||||
| Delete organization / transfer ownership |
Permissions are enforced server-side. Role changes are written to the audit log.