Feature Permissions

Features that are turned ON for everyone: 

  • Dashboard  
  • Conversations 
  • Mastering Essentials 
  • ClinicSync Reporting 
  • Calendars 
  • Contacts 
  • Marketing 
  • Automation 
    • For TDC Essentials ($197): After onboarding and checking their automations, the Automations tab will be hidden, and the Agency Admin can only see it
    • The Agency Admin can only access their automations folder
    • Basically, those who are subscribed to TDC Essentials ($197) can’t edit or create automations. They can only use those that are already in the Snapshot 

Features that are turned OFF for certain plans: 

Not allowed for TDC Essentials ($197)

  • Automations (they can only use the existing ones) 
  • Sites 
  • Payments 
  • Opportunities
  • Media Library
  • Reviews
  • Reporting
  • Memberships

Features that are turned off but can be turned on upon request:

We turned these off to prevent overwhelm, since they are not always used

  • Payments Tab 
  • AI Agents, if they purchased the plan with an AI employee
  • App Marketplace
  • Mobile App 
  • Settings > Automation
  • Settings > Conversation AI 
  • Settings > AI Agents 
  • Settings > Conversations AI V2
  • Settings > WhatsApp
  • Settings > Objects 
  • Settings > Manage Scoring
  • Settings > Private Integrations 
  • Settings > Conversation Providers 
  • Settings > Labs 
  • Settings > Brand Boards 
  • Settings > Companies