Invite your staff
Give each person their own sign-in with the role that matches their job.
Open Users
Go to Settings → Users. You see everyone with a sign-in, their role, branch and whether two-factor sign-in is on.
Send an invite
Click Invite staff, enter their name and work email and pick a role: Doctor, Nurse, Receptionist, Pharmacist, Accountant, Case Manager, Lab Technician, Clinic admin, or a custom role you made.
They set their own password
They get an email with a link to set a password. Tick Require two-factor sign-in if they must set it up before using the app.
Tip Each account counts toward your plan’s staff limit from the moment you invite them. Patients don’t count.
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