Inviting Users

Add new team members by sending them an invitation email. They'll set up their password and profile during registration.

Sending an Invitation

1. Navigate to Settings → Team
2. Click + Invite User
3. Fill in:

Field	Required	Description
Email	✅	The new user's email address
Full Name	✅	Their display name
Role	✅	Select from available roles
Hourly Rate	Optional	Their billing rate

4. Click Send Invitation

What Happens Next

1. The invited user receives an email with a registration link
2. They click the link and set up their password
3. If MFA is required by your practice, they set up an authenticator app
4. They land on the dashboard and can start working

Invitation Status

Status	Description
Pending	Invitation sent, not yet accepted
Accepted	User registered and is active
Expired	Invitation expired (default: 7 days)

Resending Invitations

For pending or expired invitations:

1. Find the user in the team list
2. Click Resend Invitation
3. A fresh invitation email is sent with a new expiry

Bulk Invitations

For onboarding multiple team members:

1. Click Bulk Invite
2. Enter email addresses (one per line or comma-separated)
3. Select a default role
4. Click Send All