Manage your team

Everyone in your clinic is listed in one place, with their role and whether they have accepted their invitation.

Before you start

• You need to be an admin of your clinic.

Roles in your clinic

Each person has one role, shown as a badge next to their name:

• Veterinarian: records consultations and works on patients.
• Expert: a veterinarian with a specialty, whom colleagues can bring onto a patient for advice. Experts set their own Availability in their profile.
• Nurse: works on patients alongside the veterinarians.

Admin comes on top of the role. Admins invite and remove people, and manage billing, the letterhead and the clinic's settings. Someone who only runs the practice, such as a practice manager, can be invited as Account admin (no clinical access).

Steps

1Open your team

In the sidebar, select Company, then the Members tab.

2Invite someone

Select Invite member. Enter an email address and pick a role for each person, or select Paste a list to add many at once. Then select Send invitation. Each person gets an email to join your clinic.

3Change a role or make someone an admin

Select the menu at the end of the person's row. Choose Make generalist, Make expert or Make nurse to change their role, and Make admin or Remove admin for the admin rights. The change applies straight away.

4Resend an invitation

An invitation is valid for a week; a reminder goes out halfway through. If someone missed it, their row says pending or expired. Select Resend invitation in the row's menu: a new week starts, and the links in older emails stop working.

Remove someone

When someone leaves, select Delete in the row's menu.

You can't remove yourself or take your own admin rights away: ask another admin.

What you've got now

Your team list shows everyone with the right role. People you invited appear as pending until they accept.