How to invite a team member

Invite professionals and administrative staff to your organization and assign them a role that defines what they can see and do.

Steps

1. Open Team Management in the sidebar.
2. Click Invite member.
3. Enter the person’s email.
4. Assign a role (for example, professional or administrative).
5. Send the invitation; the person receives an email to join.

Tip

Give each person only the permissions they need: front desk staff rarely need access to the full medical record.