- Turn on the second step on your account: it is required for anyone who sends invitations.
- Open “Team” → “Members & access”.
- Type the exact email the person signs in with and choose their role under “What they will do”.
- Press “Create invitation”, copy the link and send it by email, SMS or WhatsApp®. The link is shown only once.
- The person opens the link and chooses “Accept invitation”, “Sign in and accept” or “Create account and accept”.
Roles
- Administrator: registers passports and manages the team and billing. Takes a seat.
- Dentist: registers passports. Takes a seat.
- Support staff: can view and search, but cannot register. Does not take a seat.
Seats per plan: the Basic Plan has 1 seat, the administrator's, and you can invite support staff. The Premium Plan has unlimited seats. Pending invitations count as a seat.
Remove someone: in “Members & access”, press “Remove” and confirm. The person loses access; the passports they registered stay with the clinic.
Good to know
- Invitations expire after 7 days. “Revoke” invalidates the link immediately.
- The clinic must always keep at least one administrator.