Inviting Your Team

What you'll learn: How to add team members to your practice, understanding roles and permissions, and managing your team.

Why Add Team Members?

Adding your team to InboundAI365 allows:

• Multiple staff members to access the system
• Different permission levels for different roles
• Shared visibility into appointments and patients
• Coordinated communication across your practice

Understanding Roles

InboundAI365 has three permission levels:

Admin

Full access to everything:

• View and manage all patients
• Access all settings
• View billing information
• Invite and remove team members
• View audit logs
• Change practice-wide configurations

Manager

Day-to-day operations access:

• View and manage patients
• Access most settings
• Cannot view billing
• Cannot remove other team members
• Cannot view audit logs

Employee

Limited access for front-line staff:

• View assigned patients
• Book and manage appointments
• Cannot access settings
• Cannot view billing
• Limited to operational tasks

Inviting Team Members

To invite someone to your practice:

1. Go to Settings
2. Find the team management section
3. Click Invite Team Member
4. Enter their email address
5. Select their role (Admin, Manager, or Employee)
6. Click Send Invitation

The team member will receive an email with a link to join your practice.

What Happens After You Send an Invitation

1. Invitation sent — They receive an email immediately
2. They click the link — Opens the account creation page
3. They create their account — Set password and profile
4. They're added to your practice — With the role you assigned

Invitations expire after 7 days. If they don't accept in time, you can resend.

Managing Existing Team Members

Viewing Your Team

1. Go to Settings
2. Find the team management section
3. See a list of all team members with their roles

Changing Someone's Role

1. Find the team member in the list
2. Click to edit their profile
3. Select a new role
4. Save changes

Note: Only Admins can change roles.

Removing a Team Member

1. Find the team member in the list
2. Click the remove or delete option
3. Confirm the removal

Removed members immediately lose access to the system. Their historical actions remain in the audit log.

Best Practices

Limit Admin access — Only give Admin role to people who truly need billing and settings access.

Use Manager for supervisors — Office managers and lead staff work well with Manager permissions.

Employee for front desk — Staff who primarily book appointments and answer questions.

Keep the team list current — Remove access when someone leaves your practice.

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Next: Quick Start Checklist | Previous: Choosing Your Plan