Access administration
Manage team roles
Invite staff with the right role and location scope — one site, or across the organization.
7 min readTeam and seats
Choose the narrowest appropriate role
- Organization admin — company-wide: Settings, locations, seats, and inviting any role.
- Clinic admin — one location: that site’s roster, grants, and staff invites.
- Provider — clinicians who review and edit clinical plans.
- Staff — nurses, medical assistants, coordinators, and similar operational roles with more limited clinical authority than Provider.
- Billing admin — billing-related responsibilities where available; usually organization-wide.
- Viewer — read-oriented; do not use when edits are required.
One location or organization-wide
On Team → Invite, pick a location or Organization-wide. Location-scoped members focus on that site’s patients. Organization-wide members can work across locations (floating providers, shared nursing pools, organization admins).
- Site-only nurse or front desk — Staff + that location.
- Clinic lead for one site — Clinic admin + that location.
- Provider who covers two sites — Provider + Organization-wide.
- Company owner / ops lead — Organization admin + Organization-wide.
Invite a teammate
- 1Open Team and choose Invite Team Member (organization admins only), or use Bulk CSV import for many rows.
- 2Enter the work email, choose the minimum role, and set location scope (one location or organization-wide).
- 3Ask the recipient to accept before the invitation expires.
- 4Confirm active membership and test the expected workflow.
Run access reviews
- Review active membership on a regular schedule and after role or location changes.
- Revoke access promptly when a teammate leaves or no longer serves the organization.
- Avoid shared accounts; actions should remain attributable to an individual.