Team & roles
Invite your colleagues so everyone works with the same cases and information. Open Team in the Organization section of the menu.
Roles
Every member has one role in the organization. The available roles depend on the type of organization.
| Role | Practice | Laboratory | What the role is for |
|---|---|---|---|
| Owner | ✓ | ✓ | Full access, including organization settings, team and billing |
| Administrator | ✓ | ✓ | Manages organization settings and the team |
| Dentist | ✓ | Creates and manages cases and patients | |
| Assistant | ✓ | Supports with cases, patients and appointments | |
| Lab manager | ✓ | Manages cases, production and customers | |
| Dental technician | ✓ | Works on assigned cases and production steps | |
| Driver | ✓ | Handles pickups and deliveries | |
| Accounting | ✓ | Manages invoices and payments |
Only owners and administrators can invite members, change roles and remove members. Only owners can make someone an owner or change the role of an owner. An organization always keeps at least one owner.
Invite a member
- Select Invite member.
- Enter the Email address and choose a Role.
- Select Send invitation.
The person receives an email with a link to join. Until they accept, the invitation is shown under Pending invitations, where you can Resend or Revoke it. Invitations are valid for 14 days.
Change a role
In the member list, choose the new role directly in the Role column. The change applies immediately. You cannot change your own role.
Remove a member
Select the trash icon next to the member and confirm with Remove. The person loses access to the organization immediately; their account remains.
Leave an organization
At the bottom of the team page select Leave organization and confirm. If you are the only owner, first make another member owner.