Invite your team and assign roles
How to invite providers and staff, what each role can do, and how to grant time-limited access.
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- Updated
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- teamrolespermissions
Roles are layered: a base role (Doctor / Clinical staff / Non-clinical staff) plus granular permissions and optional admin overlays.
Send an invite
Establishment → Role access → Invite. Pick base role, then check granular permissions. The invite is good for 14 days. The user activates with Google SSO or a magic link.
Picking the right base role
Doctors can sign notes and prescribe. Clinical staff can chart, draft notes, and update clinical data — but cannot primary-sign. Non-clinical staff handle scheduling, intake, and documents — no clinical edits.
The admin overlay
Add the Admin checkbox to anyone who manages the practice. Super-admin bypasses every check — use sparingly.
Frequently asked questions
Can a scribe sign notes?
No. Scribes draft and the rendering provider primary-signs. Clinical staff (RNs/LPNs) can co-sign.
How do I deactivate someone the day they leave?
Establishment → Role access → … → Deactivate. They lose access immediately and their drafted notes are reassigned to a queue.
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