Admin Permissions Release Schedule (2025-2026)

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 (click to open)

Enforced Permissions

Category	Feature	Permissions	Release Date
Accounts	Client Tags	Create Delete Update	April 9, 2026
	Custom Client Fields	Create Delete	April 9, 2026
	Custom Patient Fields	Create Delete Update	April 21, 2026
	License	Manage	February 24, 2026
	Provider	Download List	May 6, 2026
	Provider Commission	Update	May 6, 2026
Billing	Coupon	Create Delete Update	December 18, 2025
	Product	Create Delete	January 14, 2026
	Product	Enable/Disable Mass Upload Toggle Price Lock Update	January 27, 2026
	Product Manufacturer	Create	March 11, 2026
	Product Manufacturer	Delete Update	February 11, 2026
	Product Package	Create Delete Update	February 11, 2026
	Purchase Order	Create Delete Read Update	February 11, 2026
	Revenue Center	Create Delete Update	March 25, 2026
Clinical	Immunizations	Delete	December 3, 2025
	Macro	Make Universal Manage	December 18, 2025
	Medications	Delete	January 14, 2026
	Medications	Prescribe Refill	December 18, 2025
	Vitals	Delete	November 19, 2025
	Patient Document	Delete	December 3, 2025
Entities	Alert	Create Delete Update	March 25, 2026
	Custom Location Attribute	Create Delete Update	February 24, 2026
	Required Fields (formerly called ‘Entity Validation’)	Update	April 9, 2026
Inventory	Inventory Adjustment	Create	January 14, 2026
Inventory	Product Category	Create Delete Update	December 18, 2025
Lab	Lab Result	Delete	November 19, 2025
rDVMs	rDVMs	Create Delete Use Mass Upload	January 14, 2026
rDVMs	rDVMs	Edit Advanced rDVM Information Edit Basic rDVM Information	January 27, 2026
Schedule	Appointment	Delete	January 14, 2026
	Appointment Type	Create Delete Update	January 27, 2026
	Appointment Type	Read	February 11, 2026
Tasks	Task Category	Create Delete Read Update	May 6, 2026

May 19, 2026

Category	Feature	Permissions
Accounts	Provider	Create Read Update
Accounts	Electronic Signature	Update
Analytics	Analytics	Read
Billing	Credit Memo	Create

June 3, 2026

Category	Feature	Permissions
Clinical	Complication	Create Delete Update
Clinical	Encounter	Delete

June 16, 2026

Category	Feature	Permissions
Clinical	Encounter Type	Manage
Clinical	Patient Tag	Create Delete Update

June 30, 2026

Category	Feature	Permissions
Entities	Location	Manage
Entities	Location Attribute	Update

July 14, 2026

Category	Feature	Permissions
Inventory	Product Type	Create Delete Read Update

July 28, 2026

Category	Feature	Permissions
Entities	Location Tag	Create Delete Update
Entities	Org	Read Update

August 11, 2026

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

August 25, 2026

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

September 8, 2026

Category	Feature	Permissions
Marketing	Newsletter	Create Delete Read Update Send

September 22, 2026

Category	Feature	Permissions
Protocols	Triggered Cadence	Update
Schedule	Appointment Type Tag	Create Delete Update

October 6, 2026

Category	Feature	Permissions
Protocols	Protocol	Create Delete Update
Reminders	Appointment Reminder	Create Delete Read Update

October 20, 2026

Category	Feature	Permissions
Schedule	Location Schedule	Create/Delete Update
Schedule	Schedule Template	Create Delete Update

November 3, 2026

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

November 17, 2026

Category	Feature	Permissions
Entities	Cage	Create Delete Update
Entities	Client Referral Source	Create Delete Update

December 1, 2026

Category	Feature	Permissions
Entities	Consent Form Templates	Create Delete Update