Invite and manage your team

Building your team

Add the people who work in your practice so they can sign in and help run it. Everyone you add is
a member of your account; you decide what each person can do with their role. Manage your team
from Accounts → your account → Members.

Invite a teammate

From your account's Members, choose Invite and enter their email address.
Pick their role — a plain member, or an admin who can run the practice day to day. See
User roles and permissions.
Send it. They get an email invitation; once they accept, they appear in your members list and
the account shows up in their account switcher.

Invitation not accepted yet? You can resend it from the members list.

Change roles or remove someone

Change a role — promote a member to admin (or back) from the members list.
Remove a member — take away their access to this account. Their work in the account stays;
only their access is removed.

Transfer ownership

Every account has one owner. If you're handing the practice to someone else, an owner can
transfer ownership to another member, who must already be on the team. The previous owner
stays on as an admin.

Who can do this

Only an account owner or admin can invite, remove, or change the role of a member. Only the
owner can transfer ownership. Members without the admin role can't manage the team. Roles are
per-account, so being an admin here doesn't give you access to any other practice you belong to.

Tips

Give people the least access they need — make someone an admin only if they manage
scheduling, clients, or settings; otherwise a plain member is enough.
Invite by the email each person will actually sign in with; the invitation is tied to that
address.