How to add a team member and assign a role

adding new team members allows you to manage your practice efficiently by defining access levels, supervisors, and assigned clients step by step guide 1 navigate to settings → team settings from your sidebar, go to settings , then select team settings under practice settings you’ll see the list of all existing team members, their roles, supervisors, and last activity 2\ click add team member on the top right, click the + add team member button to open the setup form 3\ fill out team member details enter the following information email, first name, last name role select from admin admin , provider provider , or other available roles supervisor choose if the new member reports to someone npi and license number optional, for provider verification assigned clients link clients this member will manage color on the calendar choose a color for easy identification in the schedule 4\ save your changes once all details are filled out, click save the new member will receive an email invitation to join your practice once accepted, their status will show as accepted in your team list helpful tips tips you can edit a member’s role or supervisor anytime by clicking the three dots beside their name in the list