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Getting started
Inviting your team and assigning roles
Last updated: 3 November 2026
You need management access to invite people. Each person gets a role, and the role decides what they can see and do.
- 1
Open Team from the side menu and select "Invite member".
- 2
Enter the person's full name and work email, choose a role and, if you like, a department.
- 3
Check the "Access includes" summary, then select "Send invite". The person receives an email invitation.
- 4
To review or adjust what each role can do, open "Roles & Permissions". Select "Edit permissions" on a role, or "New role" to create your own, then "Save role".
The Owner role can't be given through an invitation, and its permissions can't be edited. Healthcare organisations use the standard roles and can't create custom roles.