Team Management

What you'll learn: How to manage team members, invite new users, and assign roles.

Accessing Team Settings

1. Go to Settings
2. Find Team or Team Members
3. View your current team

Viewing Your Team

The team list shows:

• Team member names
• Email addresses
• Assigned roles
• Status (active, pending invitation)

Inviting New Members

To add someone to your team:

1. Click Invite Team Member
2. Enter their email address
3. Select their role (Admin, Manager, Employee)
4. Click Send Invitation

They receive an email with a link to join.

Understanding Roles

Admin

Full access to everything:

• All settings
• Billing information
• Team management
• Audit logs

Manager

Operational access:

• Patient management
• Calendar and scheduling
• Most settings
• No billing or audit access

Employee

Day-to-day access:

• View assigned information
• Basic operations
• Limited settings access

Changing Roles

To change someone's role:

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

Note: Only Admins can change roles.

Removing Team Members

To remove someone:

1. Find them in the team list
2. Click remove or delete
3. Confirm the action

They immediately lose access to the system.

Pending Invitations

Invitations that haven't been accepted:

• Appear with "Pending" status
• Expire after 7 days
• Can be resent if needed

Best Practices

Limit Admin access — Only give Admin to those who truly need it.

Match roles to duties — Assign based on job responsibilities.

Remove promptly — Revoke access when someone leaves.

Review regularly — Check your team list periodically.

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