STAFF & ACCESS
The right people. The right access.
Bring staff into the practice workspace and manage their access as responsibilities change.
YOUR PRACTICE, YOUR SETUP
The right people. Connected.
MADE FOR YOUR EVERYDAY
Less friction.
More room to care.
Invite your colleagues
Give staff their own access to the practice rather than sharing a login.
Match access to the job
Use roles and permissions to reflect each person’s responsibilities.
Keep access current
Update or deactivate staff access when their role changes or they leave.
A SIMPLER WAY THROUGH
A clear next step.
- 1
Invite a staff member
An authorized administrator starts the invitation for the colleague joining the practice.
- 2
Choose the appropriate role
Review what that person needs to see and manage.
- 3
Review access over time
Keep the staff list and permissions aligned with the people working in your office.
A FEW GOOD QUESTIONS
The details,
made clear.
Should staff share one account?
No. Individual accounts support appropriate access and an attributable record of activity.
Can a receptionist manage all staff accounts?
Staff management requires the appropriate administrative permissions. It is not automatically available to every front-desk user.
What happens when someone leaves?
An authorized administrator should deactivate their access as part of the practice’s offboarding process.