Team
Practice users can only access their own practice.
Team members
EMActive
Dr. Elena Marsh
elena@lakesidedental.example
PSActive
Priya Shah
priya@lakesidedental.example
MBActive
Marcus Bell
marcus@lakesidedental.example
JOActive
Jenna Ortiz
jenna@lakesidedental.example
SRActive
Sam Rivera
sam@pilotai.example
Role permissions
| Permission | Owner | Manager | Front Desk | Pilot Admin |
|---|---|---|---|---|
| View dashboard & analytics | ||||
| Work conversations & tasks | ||||
| Edit campaigns | ||||
| Approve message templates | ||||
| Manage team & settings | ||||
| Switch practices |
Staff assignments
Default owner for new opportunities by type
New Lead
Missed Call
Unscheduled Treatment
Overdue Hygiene
Cancellation Recovery
No-Show Recovery