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Users and invites

Updated

Users shows who has access to your account, with their role and status.

Who can use it: administrators and owners.

Account users with the Add User button

Invite someone

  1. Go to Settings → Users and select Add User.
  2. Enter the email. To invite several people at once, separate the emails with commas (up to 10).
  3. Choose the Permission: Professional, Administrative or Patient.
  4. Select Send. Each person gets an email to create their account.
Add User panel

To add an Administrator, invite them as Professional or Administrative, then change their role with Edit.

After inviting

  • The invite shows as a pending invitation until the person creates their account. You can resend it with the envelope icon or delete it.
  • For a professional to see patients at a clinic, add them from Doctors.

Change the role or remove access

  • Edit changes the name, email and role. The owner's role can't be changed.
  • Delete removes their access to the account and deactivates them in your clinics. If they have appointments, clinical records or are a patient, their data is kept; they only lose access.

Good to know

  • The Team and Patients tabs separate your team from patients with a portal account.
  • Inviting a professional counts toward your plan's professional seats.