Team

Invite by email

Send invitations to one or more colleagues with the roles they should hold. They accept with their own accounts and join this facility, so memberships always stay tied to the person, not a shared login.

Roles

Choose one or more roles for each invite: Doctor for clinicians who consult and join care rooms, Care coordinator for staff who run the pipeline and conversations, and Administrator for full access to configure the facility and invite others.

Share the link yourself

Every invitation produces a link you can copy and share directly. If email delivery is not configured, the page tells you and shows the link so no one is blocked.

Pending invitations

Track everyone who has been invited but has not joined yet, with their roles and expiry. Resend refreshes the link and re-sends the email; revoke cancels an invitation that is no longer needed.

Team members

See active staff, their complete role set, and whether they use role defaults or custom workspace permissions. Edit access updates other members immediately; nobody can edit their own access.

Roles and custom permissions

Owners can edit owners, administrators, and ordinary staff. Facility administrators can edit ordinary staff only. View and Manage permissions cover non-clinical product areas; Manage always includes View. Use role defaults to return to the standard policy.

Protected clinical authority

Workspace permissions cannot grant prescribing, signing, result release, ABDM clinical exchange, patient self-access, or assigned-clinician authority. Those checks continue to use roles, relationships, assignment, and exact clinical evidence.

Patient portal access

Review patient memberships and link each one to the correct verified CRM Contact. The impact preview shows how many Contact-owned documents become discoverable before you confirm.

Invite colleagues

1. Enter or paste one or more email addresses and pick one or more roles.
2. Keep or customize the personal note they will see, then send the invitations.
3. Copy any invitation link to share it directly if you prefer, or if email is not set up.

Manage an invitation

1. Use Resend to issue a fresh link and email if the first was missed.
2. Use Revoke to cancel an invitation before it is accepted.
3. The list refreshes after each action so its status stays current.

Edit a member's access

1. Choose Edit access on an active staff member. You cannot edit yourself, and protected hierarchy choices explain why they are unavailable.
2. Select one or more staff roles, then keep role defaults or choose Customize to set View and Manage by product area.
3. Review the clinical-authority notice and save explicitly. If another administrator saved first, review the newly loaded revision before trying again.

Revoke team access

1. Use Revoke access on a current team member when they should no longer access this clinic.
2. Confirm the action. It only suspends their membership in the selected clinic or hospital.
3. The person's Global Clinic Connect account, My Space, and other clinic memberships stay active.