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Inviting Members to Your Practice

You can invite new users to join your organization/practice from the Settings → Members & Roles page. Each invite lets you choose whether the new user will join as a Member or Admin.

Updated today

How to Invite Someone

  1. Go to Settings → Members.

  2. Click Invite in the top-right corner.

  3. Fill out the invite form:

    • First Name

    • Last Name

    • Email

    • Role (Member or Admin)

  4. Click Send Invite.

The user will receive an email with a link to join your organization/practice.

Understanding Role Selection

  • Member

    A paid seat. Members can generate notes, record/upload sessions, and use all documentation tools.

  • Admin (Supervisor)

    A free seat. Admins can view client records and sign or supervise notes but cannot generate documentation.

Bulk Invite Option

If you prefer, you can use Bulk Invite with link, which generates a reusable invite link for onboarding multiple users quickly.

Billing Notes

  • Adding a Member will increase your active seat count and adjust billing.

  • Adding an Admin does not affect your subscription cost.

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