---
title: "Who can do what"
description: "Agenda's four roles (Consulta, Recepción, Profesional and Administración), what each one allows, and how to invite someone or change their role."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Who can do what

Everyone signs in to Agenda with a role. The role decides what they see and can do: if you don't see a button these guides mention, your role most likely doesn't include it. To find out yours, click your account button at the bottom of the menu (it has your initials and your email): it says **Tu acceso:** (your access) and your role.

## The four roles

| Role | For whom | What it can do |
| --- | --- | --- |
| **Consulta** (view only) | People who only need to look. | Sees the agenda, the patients, their notes and files, and the reports. |
| **Recepción** (front desk) | People who book: front desk, call center, coordination. | Also books, reschedules, cancels and records attendance; edits patients, notes and files. |
| **Profesional** (professional) | People who see patients. | The same as Recepción, with their own agenda: on signing in they see their appointments first and have **Mi agenda**. |
| **Administración** (administration) | People who set up Agenda. | Also sets up services, professionals, rooms, hours, sites and the organization, and manages the team. |

Permission by permission:

| | Consulta | Recepción | Profesional | Administración |
| --- | :---: | :---: | :---: | :---: |
| See the agenda, the patients, their notes and files | Yes | Yes | Yes | Yes |
| See reports and download the agenda as a PDF | Yes | Yes | Yes | Yes |
| Book, reschedule and cancel appointments | — | Yes | Yes | Yes |
| Check patients in or mark no-shows, and edit an appointment's details | — | Yes | Yes | Yes |
| Register, edit and archive patients; add notes and files | — | Yes | Yes | Yes |
| Block time and manage the waiting list | — | Yes | Yes | Yes |
| Set up services, professionals, rooms and hours | — | — | — | Yes |
| Set up the organization, the booking details, the messages and the team | — | — | — | Yes |

What a role doesn't allow doesn't appear: with **Consulta** you don't see **Agendar**, and only **Administración** sees **Configuración**. If you open a link to another role's page, Agenda says **No tienes acceso a esta página** (you don't have access to this page) and what your role is.

## Invite someone

Do this when someone starts using Agenda at your organization.

### Before you start

- You need the **Administración** role.

### Steps

1. In the menu, click **Configuración** and then **Equipo y permisos** (team and permissions). It's also in your account menu.

2. Click **Invitar a alguien** (invite someone).

3. Type their **Correo** (email) and pick their role.

4. If you pick **Profesional**, choose their agenda in **Es la agenda de…** (is the agenda of…). When they sign in, they'll see that agenda first.

5. Click **Enviar invitación** (send invitation).

The person gets an email to sign in with the role you chose. Until they sign in, they appear under **Invitaciones pendientes** (pending invitations); each invitation lasts a week. If you made a mistake, click **Revocar** (revoke) and send another.

## Change someone's role or assign their agenda

1. In **Configuración** › **Equipo y permisos**, find the person under **Personas** (people).

2. In **Rol** (role), pick their new role.

3. If they see patients, pick their agenda in **Es la agenda de…**. You can only pick it once the person has signed in to Agenda at least once.

Each person sees their new role the next time they sign in to Agenda.

Whoever manages your organization in Arbol can also manage the team from Account.

## Common problems

**You can't change your own role.** Your **Administración** role is changed by someone else who has it.

**It says «Es la única persona con Administración» (the only person with Administración).** Agenda always needs someone with **Administración**. Give that role to someone else first.

**It says «Esta persona ya pertenece a la organización» (this person already belongs to the organization).** No need to invite them: change their role in the **Personas** list.

**It says «La gestión del equipo no está configurada» (team management isn't set up).** Meanwhile you see the role each person signed in with last time. Roles are assigned by whoever manages your organization in Arbol.

**Someone says they don't see what they should.** Check their role in **Equipo y permisos** and ask them to sign out and back in.

Source: https://docs.getarbol.com/en/agenda/roles/index.mdx