Invite your team and choose roles
Published 20 October 2026Reviewed 20 October 20263 min read
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How to invite someone
You need to be the owner or an administrator to invite.
Open the Team screen
In the sidebar's management section choose “Team”. Your members, their roles and the open invitations are listed there.
Choose “Invite a team member”
In the window that opens, answer “Who are you inviting?” with “A team member”.
Type the e-mail address
Write the address the invitation goes to in the “E-mail address” field. If the address already belongs to a member, no invitation is sent.
Pick the roles
Tick one or more in the “Roles” list. A person can hold several roles at once; their permissions add up.
Press “Send the invitation”
The person gets an e-mail in your workspace's language. Opening the link, they sign in and join if they have an account, or create one on the same page and join.
Follow the invitation
Under “Invitations” you see its status: Pending, Expired, Accepted or Withdrawn. You can send a pending invitation again or withdraw it.
What can each role do?
- Owner
- ForWhoever created the workspace
- Main permissionsEverything; accepting the agreements, exporting, closing and transferring ownership are the owner's alone
- Administrator
- ForThe clinic's manager
- Main permissionsEverything the owner does except transferring ownership, accepting the agreements, exporting and closing
- Coordinator
- ForPatient coordinators and the sales team
- Main permissionsContacts, cases, intake, quotes, viewing payments, appointments, trips, aftercare, reports
- Practitioner
- ForDoctors and dentists
- Main permissionsTheir own cases, the review queue, the calendar, aftercare
- Front desk
- ForReception and secretaries
- Main permissionsContacts, calendar, appointments, arrivals and trip details
- Finance
- ForAccounting
- Main permissionsPayments, quote costs, reports, commission statements
- Marketing
- ForThe marketing team
- Main permissionsLead forms, reports, viewing contacts
- Read-only
- ForAdvisers who only look
- Main permissionsViewing contacts, cases, the calendar and trips
Frequently asked questions
How long is the invitation link valid?
7 days. You can send an expired invitation again: the old link stops working and a new period starts. A resent invitation is checked against the plan's user limit again.
Can I change someone's roles later?
Yes. Use “Change roles” on the member's row on the Team screen. You can also suspend or remove a member, or transfer the workspace's ownership to an active member.
How do I add someone from a hotel or transfer company?
In the same window choose “A partner's guest” and name the partner. The guest sees only what you share with that partner and does not count as a user.
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