Account & Access
How do I add or remove a user?
Invite teammates and set their role in User Management. Two roles: admin and user.
Quick answer
Practice administrators manage the team in User Management. Invite a teammate by email and give them either admin (full read/write) or user (read-only) access.
Steps
- Open User Management.
- Invite the person by email address.
- Choose their role: admin for full access, user for read-only.
- To remove access, remove them from the same screen.
Every member belongs to exactly one practice, and one practice can never see another practice's data.