Invite your team

In “Team”, the administrator creates an invitation for the person's email and sends them the link; the person accepts with that same account.

  1. Turn on the second step on your account: it is required for anyone who sends invitations.
  2. Open “Team” → “Members & access”.
  3. Type the exact email the person signs in with and choose their role under “What they will do”.
  4. Press “Create invitation”, copy the link and send it by email, SMS or WhatsApp®. The link is shown only once.
  5. 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.

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