Most clinics have at least three or four people who need access to the dashboard. Here is how to add them and what each role unlocks.
How to invite
Open Settings → Team. Hit "Invite teammate". Enter their email and pick a role. They get an email with a one-click link to join your workspace.
Invitations expire after seven days. If someone misses the window, just re-invite — it is one tap.
The roles
We keep this simple. There are four roles:
- Owner — full access, plus billing and team management. Usually the clinic owner. Limited to one or two people.
- Admin — full access except billing and team. Most providers and managers fit here.
- Member — access to the day-to-day surfaces (orders, customers, marketing) but not to settings or compliance configuration.
- Helper — read-only across the dashboard, plus the ability to draft (but not send) emails and replies. Good for VAs, marketing contractors, anyone you want to give visibility to without ship authority.
You can change a teammate's role at any time. The change takes effect on their next page load.
Removing a teammate
When someone leaves the clinic, open Settings → Team, find them, and hit "Remove". Their access is revoked instantly across every device. We do not retain a session — they are out the moment you click.
For audit purposes, we keep a log of every action they took before you removed them. That log is preserved for six years.
Two-factor
You can require 2FA for everyone in your workspace. Open Settings → Security and toggle "Require 2FA". Anyone who has not set up 2FA will be prompted on their next login.
We strongly recommend turning this on. The cost is one extra login step per session; the benefit is a major reduction in account-takeover risk.