Invite and manage staff
Individual accounts and correct roles make the audit history meaningful and protect high-risk actions.
1. Add the teammate
Open Settings → Staff, add the team member’s work email and name, and choose the role that matches their responsibilities.
2. Send the invitation
Have the teammate use their own invitation and account. Do not share a front-desk or doctor login across the team.
3. Review access regularly
Update roles when responsibilities change and disable access promptly when someone leaves the clinic.