Set Up Team & Manage Custom Roles

Step 1: Navigate to Settings

Select the Settings tab to access team and role management options.

Step 2: Open Team Members

Click Team Members to manage your team or add new members.

Step 3: Invite a Team Member

Click Invite Team Member to start the process of adding someone new.

Step 4: Enter Member Details

Type in the new member's name and email address as requested.

Step 5: Proceed to Role Selection

Click Next and view the available system roles in the left side panel.

Step 6: Assign a Role

Select the appropriate role for the new member. For example, use Clinician if relevant. Default permissions for the role appear automatically.

Step 7: Adjust Permissions

Modify the list of permissions as needed for the selected role by adding or removing access.

Step 8: Send the Invitation

After setting up roles and permissions, click Send Invite. The new member will receive their invitation.

Step 9: Create a Custom Role

Return to Role Setting. Here you can start making a new custom role for specialized permission sets.

Step 10: Start Custom Role Creation

Press Create Custom Role to define a new role type for your team.

Step 11: Copy or Customize Permissions

Choose to copy permissions from an existing role (e.g., Prescriber) or build a set from scratch. Make any changes needed to match your requirements.

Step 12: Name and Save the Custom Role

Give the custom role a clear name and review permissions before saving. Your new role will appear alongside system roles.

Step 13: Edit or Delete Custom Roles

Update or remove custom roles at any time by using the respective Edit or Delete options.

Step 14: Edit Permissions or Disable Team Members

Click Edit Role and Permission to update what a team member can do, or use Disable to temporarily revoke their access.

Step 15: Re-enable or Remove Users

Restore access to any disabled user as needed, or permanently remove them from the team.

Step 16: Save Permission Updates

After making changes to permissions or roles, always click Save to apply your updates.

You’re all set! You now know how to invite new team members, adjust their permissions, and manage custom roles in your team workspace.