Team and Permissions

9 articles

How to invite a team member

Invite a colleague to join your clinic in Arvi.

How to resend or cancel an invitation

Send an invitation again, or cancel one that's no longer needed.

How to change a team member's role

Change someone's role between Admin and Doctor.

How to deactivate or reactivate a team member

Turn off someone's access, or give it back later.

Seats explained: free seats, team seats and "User limit reached"

How seats work and what to do when you reach your user limit.

How to add seats

Buy extra seats so you can add more people to your team.

How to change what each role can do (Permissions)

Turn individual permissions on or off for Admins and Doctors.

How to reset permissions to the default

Undo a permission change and go back to Arvi's default.

How to choose which team members to keep after a downgrade

Pick who stays active when you move to a plan with fewer seats.

Questions about Team and Permissions

See all questions

The invited person did not get the email. What now?

Ask them to check their spam folder. Invitations expire after 24 hours - go to the team page and click Resend next to their name to send a new one.

What happens to a deactivated member's patients and letters?

They stay in your organisation and nothing is deleted. The member can no longer log in or see any data. You can bring them back at any time with Reactivate.

What is a "sensitive action" in Permissions?

Actions marked with a warning icon are sensitive - they can affect billing, patient data or your team, such as Send Letter, Delete Transcription, Change Plan or Remove Member. Only give these to people you trust with them.