Staff Management
Last updated 25 April 2026
The Staff section lets you manage who has access to your clinic portal, what they can see, and what actions they can take. You can invite team members — such as receptionists, practice managers, and nurses — and assign each person a role with the appropriate level of access.
Every staff member has their own account and logs in independently. Changes to permissions take effect immediately without requiring anyone to log out.
Who can manage staff?
Only the clinic Owner and Managers can invite, edit, or remove staff members.
What's in this section
- Inviting Staff — How to send invitations, what the invitee receives, and how to remove staff access
- Staff Roles — The four roles (Owner, Manager, Receptionist, Staff), how to change a role, and how to configure custom permissions for the Staff role