Admins & Members

Every user in a practice has one of two roles.

Admin

Admins can do everything a member can, plus manage the practice itself:

• Invite teammates and cancel pending invitations
• Promote members to admin or remove them from the practice
• Edit practice details (contact info, NPI, referral contact email)
• Approve or dismiss sign-up suggestions (people who created a Canairy account with your practice’s email domain)
• Accept the Terms of Service and BAA on behalf of the practice
• Look up and enrich practice information
• Manage network connection requests (accept, decline, dissolve)

Member

Members do the day-to-day work:

• Review inbox submissions and approve, reject, or edit them
• Create and send referrals
• Manage patients and tasks
• View the network
• Update their own profile

Members cannot change practice settings or manage teammates. If a member needs to do one of those things, an admin in the practice has to do it (or promote them).

How to tell

Look at the Members tab in Organization Settings. Your own role is shown next to your name.

Changing someone’s role

An admin opens Organization Settings → Members, clicks the role dropdown next to a teammate’s name, and picks the new role. There must always be at least one admin in the practice — you can’t demote the last one.