Add team members and manage seats
Invite colleagues, choose their role and manage practitioner seats.
Where to find it: Account & Settings → Practitioners & Team
Open this in the portal →Steps
- Open Account & Settings → Practitioners & Team as the owner.
- Fill in the person's name and email, choose a role and use “Add & send invite”.
- They open the emailed link. The page shows your practice, who invited them and their role with what it may do, and they choose their own password.
- The Practice plan is paid per practitioner seat. To change the number of seats, open Account & Settings → Account → Subscription and update the seats.
- An increase is charged pro rata on the next invoice. Fewer seats than active practitioners is refused until one is deactivated.
- The monthly dictation and VEDA allowances grow with the seats and are shared by the whole practice.
- Owner: full access, including team, billing and settings.
- Practitioner: works with patient records, intake, plans and appointments.
- Front desk: handles booking and messages, can view invoices, and cannot edit clinical records.
Good to know
Every plan also comes with assistant accounts for the front desk (booking, messages and viewing invoices, no clinical editing). They do not use a practitioner seat.
Related guides
- What your front desk and therapists can see
- Find your way around Account & Settings
- Plans, your trial and cancelling
These guides describe the portal as it works today. They are product help, not clinical guidance.