👥 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 (full management). All roles can view the team list read-only and edit their own profile.

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Viewing Your Team

1. In the sidebar, click Team.
2. You'll see a list of all active team members with their name, email, role, and account status.

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Adding a New Team Member

1. Click + Add Member.
2. Fill in their details:

1. 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

Plan limit: If your plan's team member limit has been reached, the Add Member action will be blocked with a message showing how many slots you've used and what your plan allows (e.g. "1/1 members used" on Essential, or "15/15 members used" on Professional). Upgrade your plan to add more staff.

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Roles & What They Can Access

Choose the most restrictive role that fits the person's job. You can always change it later.

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Changing a Team Member's Role

1. Click on the team member's name to open their profile.
2. Click Edit.
3. Change the Role dropdown.
4. Click Save.

The change takes effect the next time that person accesses the app.

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Deactivating a Team Member

When a staff member leaves the clinic:

1. Click on their name to open their profile.
2. Click Deactivate Account.
3. 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.

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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.
• You can have more than one Admin — assign the Admin role to any member who needs full access. Keep the number small, since Admins can change everything.