Team and access
Invite your team, set roles and permissions, and see who did what.
All topics
Getting going
- Invite a team member
Invite practitioners and receptionists to your clinic by email, choose their role, make someone an owner later, and see how invitations use seats.
- Owner
- Change a team member's role or details
Change someone's role between owner, practitioner and receptionist, and update their name, registration, phone number, title and working hours.
- Owner
- Remove a team member
Remove someone who has left your clinic. They lose access straight away, their seat is freed, and the records and activity they created are kept.
- Owner
- See a team member's activity
Use a team member's activity log to see which patient records, lab results and answers they viewed or changed, filtered by action type and date.
- Owner
- Clinic security settings
Require two-step verification for every team member, and choose whether staff can trust a device to skip the code. Owner-only clinic-wide rules.
- Owner
Reference
- Team permissions
A detailed list of what owners, practitioners and receptionists can see and do in Clinicify, area by area, including which roles use a seat.
- Owner