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Invite a staff member

Invite a teammate by email, give them a role and branches, and let them create their own password.

Start the invite

Go to Users and click Invite staff.

Screenshot of Users › Invite staff

Pick role and branches

Enter their name and email. Pick their role (Doctor, Nurse, Receptionist, Pharmacist, Lab technician, Accountant, Clinic admin or a custom role) and the branches they work in.

Send it

Send the invite. They get an email link to create their password, and the invite shows as Invited until they accept.

Staff limit

Staff accounts count toward your plan's staff limit. Patients don't.

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