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CMSMembers & Roles

Members & Roles

Staff belong to an organisation through a membership. The membership carries the person’s name, email, role, professional registration number where the role has one, their Practitioner record on that organisation’s Medplum, and whether they are active. In Singapore organisations, a doctor’s membership can also hold their NRIC or FIN.

Members are managed from /staff, which lists the current organisation’s members and, for admins, the pending access requests above them.

Roles

An organisation uses four clinic roles. Each membership has exactly one.

RoleShown asBroadly
adminClinic AdminFull clinic administration: staff, patients, appointments, locations and sessions, displays, queue, clinical records, formulary, documents, results and the review rota.
receptionistReceptionistFront desk: registering patients, appointments, today’s session setup, the queue, patient documents, diagnostic result upload and viewing.
doctorDoctorClinical work: patient and appointment reads, vitals, vaccinations, formulary, documents, referrals, medical certificates, and acknowledging, reassigning or withdrawing results.
nurseNurseAs doctor, minus referrals, medical certificates and results acknowledgement.

The full matrix of what each role can do lives in Roles & Access.

The same four roles are used across Medbot. In the web app, a person’s role on a Service care team is their role in the organisation, not a separate service role.

A fifth role, superuser, exists for internal and testing accounts. It passes every role check. It is not a clinic role anyone should be given in normal use; on staging it can be created by CSV seeding for test accounts.

Separately, a platform superadmin is a Medbot-wide role on the user account, not a membership, used to run Medbot-hosted organisations. It gives no access to any clinic’s data by itself.

Adding a member

An admin clicks Add Staff and, in the Add staff member dialog, enters:

  • Email: the address they will sign in with
  • First name and Last name
  • Role
  • Registration number, depending on the role:
RoleFieldFormat
doctorMedical License Number (MCR number)M, five digits and a letter, e.g. M12345A
nurseNursing Registration Number (SNB number)4 to 15 letters or digits, e.g. N123456
admin, receptionistNone

The number is checked as it is typed (“MCR number must look like M12345A.”), and stored upper-case without spaces.

  • NRIC or FIN (optional): doctors in Singapore organisations only. It is needed before that doctor’s SmartCMS claims can be submitted. It is checksum-validated, and only ever shown masked (*****567D) once saved.

Adding a member creates their Practitioner record on the organisation’s own Medplum alongside their membership row, with the registration number as an identifier, so they can act clinically from their first sign-in. The NRIC or FIN stays on the membership only and is never written to the Practitioner record. A duplicate email in the same organisation is rejected. If any step fails, the ones before it are undone rather than leaving a half-created member.

If the person already has a Medbot account under that email they are linked immediately; otherwise the membership waits for them to sign up. See Join an Organisation. To add many people at once, use Seeding Staff & Patients.

Changing a role, registration or status

From each member’s row, an admin can change their role, update their profile, correct their registration, or deactivate them.

  • Edit registration opens “Edit registration — <name>” to correct the MCR or SNB number and, for a Singapore doctor, add or replace the NRIC or FIN (“On file: *****567D. Enter a new one to replace it.”). A new registration number is written to the member’s Practitioner record. The NRIC or FIN is not.
  • Changing someone’s role to doctor requires a medical license number.

Two rules are always enforced:

  • An organisation always keeps at least one active admin. Deactivating or demoting the last one is refused.
  • Nobody deactivates themselves.

Deactivating a member ends their access to that organisation. Their account is only locked out entirely if they have no active membership anywhere else: a doctor who covers two clinics and leaves one keeps working at the other.

The details of the Singapore registration fields are on Singapore Registration.

One person, several organisations

Memberships are independent. The same email can be a member of several organisations with a different role in each, and an email is unique within an organisation rather than globally. Every actor recorded on a clinical or operational write (who performed a stock movement, who acted on a queue ticket, who owns an order set) is the member, resolved server-side from the caller’s own session, never something a client supplies.

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