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How-to

Invite your team and set roles

Updated Sep 10, 2026Not yet verified against the current releaseFor owner
  1. Open Account and find Team.
  2. Enter the person’s email and choose a role: Prescriber (writes and signs prescriptions, runs visits) or Staff (manages patients, orders, and messages; cannot sign).
  3. Send the invitation. They receive an email with a link that expires; accepting it creates their sign-in.
  4. Re-send or revoke a pending invitation from the same panel. Remove a member to end their access immediately.
The number of prescriber seats is set by your plan. Staff seats are unlimited on Clinic.
Open Account