Manage teammate invitations

Send the invitation

An administrator enters the teammate’s name and email, chooses a role, and sends the invitation. Verify the email and intended role before sending.

Track pending invitations

• Clinician and staff accounts are unlimited under insurance-first pricing.
• The invitation expires after 72 hours.
• Use Send reminder or resend only after confirming the recipient still needs access.
• Remove an unused pending invitation when the recipient will not be joining.

Accepting an invitation

The invited provider signs in or creates the provider account and reviews the team invitation. Accept joins the team in the offered role; decline leaves the account outside that team.