Account & access

Add a team member

Invite a new staff member and set their role.

· 1 min read

Verified for HealthCo v2.4

The Quick Answer

Clinic admins can add team members from Access Control, assigning a role that controls what they can see and do.

Add the team member

  1. Go to Access Control.
  2. Select Add team member.
  3. Enter their name, email, and role.
  4. Save to send them an invite.

Choosing a role

Give each teammate only the access their job needs — front-desk roles typically don't need admin-level settings access.

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