Change a team member's role or details
- Owner
On this page
Owners can change a team member’s role, correct their details and manage their working hours, all from one page.
Before you start
- Only owners can do this.
- Changing someone between Receptionist and Practitioner or Owner changes whether they use a seat. Owners and practitioners use a seat; receptionists don’t.
Steps
- Select your name at the bottom of the sidebar, then Clinic settings.
- Under Team & access, select Team members.
- Select the settings icon (Edit member settings) next to the person.
- On the Profile tab, choose their new Role: Practitioner, Receptionist or Owner.
- Change any other details you need: First name, Last name, Professional registration, Phone number or Professional title.
- Select Save changes in the bar at the bottom of the screen.
If your seats are full
Moving a receptionist to Practitioner or Owner takes a seat. If every seat on your plan is taken, the change isn’t saved and you’ll see a message saying how many practitioners your plan includes. Upgrade your plan, or free a seat first. Moving someone between Owner and Practitioner doesn’t change your seat count. Seat limits don’t apply during your free trial.
What happens next
The new role applies the next time they load a page. For example, someone made an owner will see Insights and Clinic settings, and someone moved from owner to practitioner will lose them.
Their working hours
On the same page, the Availability tab lets you manage their weekly working hours and time off, in the same way they would from their own settings. See Set your working hours, buffers and time off.
The Activity tab shows what they’ve done in Clinicify. See See a team member’s activity.
Good to know
- You can’t change a team member’s email address. It’s the address they sign in with. Contact support if it needs to change.
- Your clinic always needs at least one owner. You can’t change the role of the only owner who has joined, including yourself: you’ll see Add another owner before removing this one. An invited owner who hasn’t accepted yet doesn’t count.
- If you change your own role from owner, you lose access to clinic settings straight away.
- A registration needs both the regulator and the number. If either is missing, neither is saved.
- Practitioners and receptionists can edit their own name and details, but not their role.
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Related articles
- 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.
- Owners, practitioners and receptionists: who can do what The three staff roles in Clinicify, what each one can see and change, which roles use a seat on your plan, and what needs a professional registration.
- 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.
- 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.