Team Members
Open Organization → People to review your practice’s members. Administrative actions are shown to admins.
Members
Switch between Table and Cards to review names, email addresses, roles, referral load, and recent activity.
The current People view displays each member’s role but does not offer a role-change dropdown. Admins can use a member’s action menu to remove them after confirmation. You cannot remove yourself or the last admin through this menu.
Invite a teammate
Enter an email address under Invite a teammate and choose Send, or use Invite by email at the top of Organization. The current invitation form asks for an email address; it has no role selector.
The recipient follows an invitation link to join. See Accept a Team Invite for that workflow.
Pending invitations
Pending invitations appear in the Pending invitations section. Admin controls include:
- Copy — copy the invitation link
- Resend — request another invitation email
- Cancel — cancel the invitation after confirmation
Sign-up suggestions
When available, suggestions identify users who signed up with the practice’s email domain and are not yet members. Admins can approve a suggestion to add the person as a member or dismiss it. Check that the person belongs to your practice before approving.
Watch: Team Members
Read transcript: Team Members
Use the profile menu to switch to Cedar Grove Family Medicine. Open Organization, then People. Review names, email addresses, and roles before changing access.
Check the teammate’s email and pending invitations before choosing Send. This form has no role selector.
Choose Send. The invitation appears under Pending invitations. In this demonstration, email stays in a local test sink.
To withdraw a pending invitation, choose Cancel. Check the email address in the confirmation before proceeding.
Confirm the cancellation. The cancelled invitation no longer appears after reloading.
Use the intended member’s action menu and choose Remove member. Check the email in the confirmation before choosing Remove.
Choose Remove, then review the remaining members. Here, Jordan is absent after reloading.
Your own action menu disables self-removal. Keep administrator access in mind when managing the team.
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