Team and access

Invite your team, set roles and permissions, and see who did what.

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