Clinic admins can invite colleagues and manage clinic access on the web. Make sure you have selected the correct clinic workspace before you begin.
Enter your colleague’s email, choose a role, and send the invitation.
On a paid clinic plan, billed seats normally increase as colleagues join. Review Clinic billing before expanding your team.
Invite a colleague
Open your profile/workspace menu and choose Workspace settings.
In Clinic, find Invite member.
Enter the colleague’s email address.
Choose Member or Admin in Role. Admin access allows the person to invite members and update clinic access, so assign it carefully.
Select Send Invite.
Check the invitation under Teammates. Pending invitations show the email address, role, and expiry date.
Manage a pending invitation
Select Re-send beside the invitation to send another invitation to that email address with the same role.
Select Revoke to cancel a pending invitation.
Pending means your colleague has not joined yet. If they cannot find the email, check the address and use Re-send.
Change a member’s role
Under Teammates, find the person and select Make Admin or Make Member. The web screen does not offer a role-change button for your own membership.
Remove a member
Find the person under Teammates and select Remove when available. Check the person and clinic carefully before selecting it; the control applies the action directly.
A clinic must keep at least one active admin. You cannot remove or demote the last active admin.
If the controls are unavailable
Only clinic admins can invite members or update access. If you do not have admin access, ask an existing clinic admin to make the change. If you have no clinic selected, join or create a clinic first.
For team administration from iOS, use the web app.