Admin Permissions Release Schedule (2025)

This article is intended for organization admins.

New permissions will be enforced according to the following schedule. You can grant individual permissions or all permissions for a feature to customize your organization’s user roles. Please see About Changes to User Role Permissions (2025) for more details.

Permissions that were previously enabled via the ‘Administrator’ setting in a user’s profile are identified by one of two tags on the User Roles page:

Admin: This permission is enforced. The user role must have this permission granted to access or use this feature.
Admin Coming Soon: This permission will be enforced according to the following schedule.

Release dates are subject to change.

The permissions listed in this article will be enforced on or after the scheduled date. All changes to user role permissions will be communicated via release notes.

The majority of these permissions enable users' access to different pages in More > Admin. All permissions are defined in the User Roles and Permissions Reference.

Enforced Permissions

Category	Feature	Permissions	Release Date
Clinical	Vitals	Delete	November 19, 2025
Lab	Lab Result	Delete	November 19, 2025

December 3, 2025

Category	Feature	Permissions
Clinical	Immunizations	Delete
Clinical	Patient Document	Delete

December 17, 2025

Category	Feature	Permissions
Billing	Coupon	Create Delete Update
Clinical	Macro	Make Universal Manage
Clinical	Medications	Delete Prescribe Refill
Inventory	Product Category	Create Delete Update

January 14, 2026

Category	Feature	Permissions
Billing	Product	Create Delete Enable/Disable Mass Upload Toggle Price Lock Update
Inventory	Inventory Adjustment	Create
rDVMs	rDVMs	Create Delete Edit Advanced rDVM Information Edit Basic rDVM Information Use Mass Upload
Schedule	Appointment	Delete

January 28, 2026

Category	Feature	Permissions
Billing	Product Manufacturer	Create Delete Update
	Product Package	Create Delete Update
	Product Package Item	Delete Update
Schedule	Appointment Type	Create Delete Update

February 11, 2026

Category	Feature	Permissions
Billing	Purchase Order	Create Delete Read Update
	Purchase Order Item	Create Delete Read Update
	Revenue Center	Create Delete Update

February 24, 2026

Category	Feature	Permissions
Entities	Alert	Create Delete Update
	Custom Location Attribute	Create Delete Update
	Department	Manage
	Required Fields (formerly called ‘Entity Validation’)	Create Delete Update

March 11, 2026

Category	Feature	Permissions
Accounts	Client Tags	Create Delete Update
	Custom Client Fields	Create Delete
	Custom Patient Fields	Create Delete
	Electronic Signature	Create Update
	License	Manage

March 25, 2026

Category	Feature	Permissions
Accounts	Provider	Create Download List Read Update
Accounts	Provider Commission	Create Delete Update
Tasks	Task Category	Create Delete Read Update

April 7, 2026

Category	Feature	Permissions
Analytics	Analytics	Read
Billing	Credit Memo	Create
Clinical	Complication	Create Delete Update
	Encounter	Delete
	Patient Tag	Create Delete Update

April 21, 2026

Category	Feature	Permissions
Clinical	Encounter Type	Manage
Entities	Location	Manage
Entities	Location Attribute	Create Delete Read Update
Inventory	Product Type	Create Delete Read Update

May 6, 2026

Category	Feature	Permissions
Entities	Location Tag	Create Delete Update
	Org	Read Update
	Org Lab	Manage
	Org Preference	Create Delete Read Update

May 19, 2026

Category	Feature	Permissions
Marketing	Targeted Message	Create Delete Read Update
Marketing	Newsletter	Create Delete Read Update
Plans	Wellness Plan	Cancel Manage

June 3, 2026

Category	Feature	Permissions
Protocols	Protocol	Create Delete Update
Protocols	Triggered Cadence	Update
Reminders	Appointment Reminder	Create Delete Read Update
Schedule	Appointment Type Tag	Create Delete Update

June 16, 2026

Category	Feature	Permissions
Schedule	Location Hours	Update
	Location Schedule	Create/Delete Update
	Schedule Template	Create Delete Update
Triggers	Trigger	Create Delete Read Update

June 30, 2026

Category	Feature	Permissions
Entities	Cage	Create Delete Update
	Client Referral Source	Create Delete Update
	Consent Form Templates	Create Delete Update