Counter Guide
Team & roles
Refillops roles are designed around real pharmacy work. The smallest useful role keeps the audit log clean and reduces accidental changes.
When to use this
- Inviting a new team member.
- Auditing who can change what during a compliance review.
- Restructuring after a hire or a role change.
Step by step
- 1
Owner
Full access including billing, organization deletion, and ownership transfer. Usually the pharmacy owner or managing pharmacist. One owner per organization.
- 2
Admin
Manages team, locations, integrations, and settings. Cannot delete the organization or change billing.
- 3
Pharmacist
Full workflow access — Blocked Queue, Claims, Prior Auths, Patient Updates, Inventory Watch. Can approve and send patient updates and prescriber messages.
- 4
Technician
Full workflow access for triage, drafting, and follow-up. Can draft patient updates but a Pharmacist or Admin must review and send when the message requires pharmacist judgment.
- 5
Billing
Access to plans, invoices, payment method, and billing contact only. No access to patient workflow data.
- 6
Viewer
Read-only access to the workspace for managers, auditors, or short-term consultants. Cannot edit issues or send messages.
Common mistakes
- Giving every new hire Admin.
- Using a shared login instead of issuing individual invites — this breaks the audit log.
- Forgetting to downgrade a role when someone changes job function.
Still need help?
Contact Refillops support and we’ll get back to you.