Inviting Staff

How to invite a staff member

1. Go to Staff in the portal navigation
2. Click Invite Staff Member
3. Enter the person's email address
4. Select their role (Manager, Receptionist, or Staff)
5. If role is Staff, toggle the specific permissions they should have
6. Click Send Invite

The invitee receives an email with a link to set up their account and access the portal.

Invitation link

Invitations expire after 7 days. If the link expires, resend the invite from the Staff list:

1. Find the pending invitation
2. Click Resend

Accepting an invitation

The invitee clicks the link in their email, sets a password, and is taken directly to the portal. Their access is limited to the permissions you configured.

Removing a staff member

1. Go to Staff
2. Find the team member
3. Click Remove access

Their account is immediately deactivated. They cannot log back into your clinic's portal.

Note: Removing a staff member does not delete their Local Health Care account — only their access to your clinic.