# Manage team roles

> Invite staff with the right role and location scope — one site, or across the organization.

Canonical URL: https://provider.peptiq.io/help/team-roles

## 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.

> **Job titles are not roles**  
> Invite a nurse or MA as Staff (or Provider if they need full plan edit access). PeptIQ does not store a separate “nurse” role — permissions come from the role plus whether the invite is location-scoped or organization-wide.

> **Permissions are enforced**  
> Navigation visibility is not the security boundary. Server-side membership and role checks authorize protected data and actions.

## 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

1. Open Team and choose Invite Team Member (organization admins only), or use Bulk CSV import for many rows.
2. Enter the work email, choose the minimum role, and set location scope (one location or organization-wide).
3. Ask the recipient to accept before the invitation expires.
4. Confirm 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.

- [Organization vs locations](https://provider.peptiq.io/help/organization-and-locations)
- [Manage multiple clinic locations](https://provider.peptiq.io/help/multi-clinic-locations)
- [Per-patient access grants](https://provider.peptiq.io/help/patient-access-grants)