Manage users, assign roles, and control permissions with ease. Give your team the access they need while keeping your data secure and your practice protected for complete peace of mind.
Roles and permissions decide what each person can see and change, so your whole team can work in Caspen safely.
Every area of Caspen, from clients and billing to reports and settings, has its own access level for each role, such as Edit, View or None.
Practitioner admin, Practitioner, Practice manager, Receptionist and Accountant come with sensible defaults. Add your own roles based on any of them.
For clients, appointments, billing, progress notes, cases and letters, set one level for a practitioner’s own records and another for everyone else’s.
Add a user and choose their role, and they get an email to accept the invite and set their own password. Practitioners can be given their locations and services as you add them.
Each user can protect their login with an authenticator app, and the account owner can require two-factor authentication for the whole workspace.
Archive a practitioner and move their future appointments, activities and classes to someone else. They are logged out everywhere and can be restored later.
The action log records changes across Caspen with the user, the action and the IP address, and you can filter it by user or action.
The smaller tools that keep every login and profile in order.
See each user’s logins with the IP address, browser, operating system and location.
Sign a user out on every device they are logged in on, in one step.
Users who forget their password can reset it themselves from a link sent by email.
Ask a user to choose a new password the next time they log in.
The account owner can reset two-factor authentication for a user who has lost their device.
See who has verified their email, and resend the join link to anyone who hasn’t.
Organise your team into named groups and filter the user list by group.
Users keep their own name, contact details and avatar up to date, and admins can edit anyone’s.
Return a role’s permissions to the defaults for its type with one click.
Grow and scale your business with an all-in-one practice management platform.