First set-up: invite your team

Audience: Owner

Once your account is ready, invite the people who work with you.

1. Click your name at the bottom of the sidebar to open your profile menu.
2. Click Team Management. The Manage Team page opens.
3. Click Invite Member.
4. In Invite User, enter:
   • Email Address - use their work or personal email (Gmail, Yahoo, etc.).
   • User Role - Doctor or Admin.
   • Department
5. Click Invite. They receive an email to join - see How to join a clinic from an invitation email.

[Screenshot: Invite User window]

Good to know

• Invitations last 24 hours. To send a new one, click Resend next to their name on the Manage Team page.
• If Invite Member is greyed out with User limit reached, you need more seats - see Seats explained.

Do not publish yet (department part): every new clinic gets one department called General. There is currently no screen to add a department, so this guide only covers inviting. Ask the team whether adding departments will be released, then update the title.