👥 Team Management
The Team section is where the clinic Admin manages staff accounts — adding new members, assigning roles, and deactivating accounts when someone leaves.
Accessible by: Admin only
Viewing Your Team
- In the sidebar, click Team.
- You'll see a list of all active team members with their name, email, role, and account status.
Adding a New Team Member
- Click + Add Member.
- Fill in their details:
| Field | Required? | Notes |
|---|---|---|
| Full Name | ✅ Yes | Their display name in the app |
| Email Address | ✅ Yes | This is used for login — must be their work email |
| Role | ✅ Yes | Select from: Admin, Doctor, Receptionist, Billing |
- Click Add Member.
The new team member will receive an email. They can log in immediately using the OTP login flow — no password setup needed. → How login works
Roles & What They Can Access
| Role | What They Can Do |
|---|---|
| Admin | Full access to everything, including Team and Settings |
| Doctor | Conduct consultations and write prescriptions |
| Receptionist | Register patients and book appointments |
| Billing | Create invoices and record payments |
Choose the most restrictive role that fits the person's job. You can always change it later.
Changing a Team Member's Role
- Click on the team member's name to open their profile.
- Click Edit.
- Change the Role dropdown.
- Click Save.
The change takes effect the next time that person accesses the app.
Deactivating a Team Member
When a staff member leaves the clinic:
- Click on their name to open their profile.
- Click Deactivate Account.
- Confirm the action.
Deactivation is immediate — the person will no longer be able to log in. Their past records (consultations they wrote, appointments they had) are preserved.
You can reactivate a deactivated account at any time by clicking Reactivate on their profile.
Tips
- Regularly review your team list and deactivate accounts for staff who have left.
- If a doctor leaves, reassign their upcoming appointments before deactivating their account.
- There can be only one Admin by default — contact ZidBit support if you need to promote another member to Admin.