Managing user roles and permissions for clients
This article explains how user roles and permissions work for practice members supporting a client in Mimo, depending on whether the client uses Mimo Associate, Mimo Pay, or both.
If the client uses Mimo Associate only
If you support a client that uses only Mimo Associate, you’ll have the Admin role in Associate by default. This means you can manage Associate access for client members - for example, switching a user from Admin to Contributor (or vice versa).
If the client uses Mimo Associate and Mimo Pay
If the client uses both services, what you can manage depends on which service(s) you have access to:
You have Associate access only
You can manage Associate roles (e.g., Admin ↔ Contributor).
You have Pay access only
You can manage Pay roles (e.g., Contributor → Payer, or Payer → Approver), as long as you have the appropriate Pay permissions.
You have both Associate and Pay access
You can manage roles in both services, as long as you either:
are an Admin, or
have “Manage team members and permissions” enabled.