Admin 1 min read
Adding users
Invite a doctor, receptionist, or admin, and free a seat by revoking or removing someone.
On this page
- 1Open More → Staff.
- 2Under Invite someone, enter the email they will sign in with.
- 3Choose a role.
- 4Click Send invite.
Roles
Doctor
Sees patients, starts visits, and writes prescriptions.
Reception
Books, checks people in, and manages the front desk.
Admin
Manages the practice (staff, billing, practice settings). An admin who does not also have the doctor role cannot write clinical notes.
The person receives an email. They open the link, sign in, or create an account with that same email, and are added to the practice.
On the Staff page
- See who is Active and who is Waiting to join.
- Remove someone. Their seat is freed. You cannot remove yourself.
- Restore access for someone you removed, if a seat is available.
- Revoke a pending invite. Do this if the person will not join, so the seat is free again. Removing someone also frees the seat immediately.
- Open Review billing when you need another seat.