Managing your team

Managing your team

Clinic admins can invite and manage team members with different roles and access levels.

Inviting a team member

1. Go to Settings → Team
2. Click + Invite Member
3. Enter their email address and select their role
4. Click Send Invite

They receive an email with a setup link. Once they complete setup, they appear as active in your team list.

Roles and permissions

Role	Access
Clinic Admin	Full access — settings, all patients, all prescriptions, billing
Prescriber	Prescriptions, consultations, appointments, their own patients
Nurse	Consultations, appointments, patient records (no prescribing)
Receptionist	Appointments and patient demographics only

Removing a team member

Click the menu icon next to a team member and select Remove. Their account is deactivated immediately. Their historical records remain in the system.