Team members — who can sign in to your practice

Team members is the list of people allowed to sign in to your practice. Each person has a role that decides what they can do once inside. Add someone here and your practice opens up to them; remove them and they’re locked out.

How to use it

Open Settings → Team. You’ll see everyone with access, their role, and any invites that haven’t been taken up yet.

1. Enter your teammate’s email in the Invite box.
2. Pick a role — Front desk & clinical staff is the safe default if you’re unsure; Practice manager runs the practice day to day.
3. Press Invite. It shows under Pending invites until they sign in.
4. To change someone’s access later, pick a new role on their row.

Note

Invite emails aren’t sent automatically yet — tell your teammate directly, and make sure they sign in with the exact email address you invited. The moment they do, the invite becomes their access.

A pending invite stays in the list until the person accepts it. If someone didn’t get theirs, you can resend or cancel it from their row.

Heads up

Removing a teammate locks them out of your practice immediately — they lose access to the Library, the Composer, everything. Their own account still exists, and you can invite them back with the same email, but anything in progress in their session is gone.

Worked example

Dr. Nok hires a new hygienist who’ll help with social posts. Dr. Nok opens Team members, presses Invite, types the hygienist’s email, and picks the Front desk & clinical staff role. The invite shows as pending. The hygienist accepts it from her inbox, signs in, and lands in the shared practice — same Library, same brand. A month later she’s helping run the front desk too, so Dr. Nok bumps her to Practice manager in one click.

Related

• Roles — set what each person can access.
• What each role can do — the plain-language permission map.