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Inviting accounts to your practice

Manage your practice, invite team members, and assign roles.

Written by Josh Channin

What you can manage

  • View and manage your organization

  • Invite team members

  • Assign roles and manage permissions

Organization-level settings, like product preferences, are managed by an organization admin.

How to invite team members

From the Clinic Admin dashboard:

  • Go to Settings and open the Organization tab.

  • Click Manage additional organization settings.

  • Click Members, then Invite to add users.

Only organization admins can invite members. Other roles see View organization details instead.

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