The owner and administrators manage the team in Settings → Team. Other roles only see their own membership there.

Roles

  • Owner – the whole clinic including the subscription and agreements. A clinic always has exactly one owner.
  • Administrator – clinic settings and the team except the owner and other administrators.
  • Therapist – their own calendar, records and notes of their patients.
  • Reception – calendar, patients, bookings and payments.
  • Accountant – payments, invoices and accounting exports.

The owner and administrators sign in with two-factor authentication.

Who may change what

The owner changes roles and removes all members except themselves. An administrator only therapists, reception and accountants – not another administrator or the owner, and cannot assign the administrator role. Nobody changes their own role and nobody removes themselves.

Changing a role

In the member row open Actions → Change role. A new therapist gets a calendar profile (counted in the subscription); set their hours in Working hours. A therapist who becomes reception or accountant loses the calendar profile – it is archived together with its history.

Removing a member

Actions → Remove from team ends access immediately: the member can no longer see the records or any clinic data and, without another clinic, is signed out. Appointments and records stay, the therapist profile is archived and no longer counted in the subscription. The member's name stays in the history (who received a payment, recorded a consent, uploaded an attachment); the patient's Access log tab lists them as a former clinic member. You can invite them again at any time.

A therapist with upcoming visits or online bookings awaiting approval cannot be removed. The dialog lists them and Find a substitute opens Therapist substitution with the period filled in; handle bookings in Bookings.

Transferring ownership

The owner can hand the clinic over to another member with Actions → Transfer ownership. The new owner manages the subscription, agreements and the whole team, the previous owner becomes an administrator. Only the new owner can change it back.

Name and invitations

For reception, accountants and administrators without a therapist profile, fill in the name with Actions → Edit name; it is shown in the team instead of the e-mail. A pending invitation can be Sent again (a new link, the old one stops working) or Revoked.