Admins & Members
Practice creation gives the creating account the Admin role. Joining through a team invitation adds the account as a Member.
Practice administration
The current Organization interface shows these controls to admins:
- Invite teammates, resend invitations, and cancel pending invitations
- Remove members after confirmation
- Edit practice contact information and referral preferences
- Approve or dismiss sign-up suggestions when they are available
- Request a lookup of practice information
Admins complete the practice’s BAA step when acceptance is needed. Terms of Service acceptance belongs to each individual user.
Daily work
Use the guides for reviewing submissions, referrals, patients, and tasks for day-to-day work. Organization settings and team administration have additional role restrictions.
Check your role
Open Organization → People. The member list shows names, email addresses, and roles; your own entry has a YOU badge.
The current People view displays roles but does not offer a role-change dropdown. If access needs to change, contact your practice administrator; do not assume a promotion action is available on this page.
Keep administrator access
The member action menu prevents self-removal and removal of the last admin. Before removing another member, check the email address in the confirmation. See Team Members for the invitation and removal workflow.
Watch: Admins & Members
Read transcript: Admins & Members
People lists practice members and their roles, including your signed-in account.
Admins manage invitations and practice settings, and the list identifies who currently holds that responsibility.
Members take part in daily practice work, while administrative controls have additional access checks.
The invitation field lets an admin add a teammate by email, so check the intended address before sending an invitation.
Practice Details contains organization information, and a member who needs a change should coordinate with an administrator.
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