Invite your team

Clinic admins add people to houndkit from Clinic Settings → Team members. You can invite one person at a time or paste in a whole list.

Invite one person

1. Go to Clinic Settings → Team members and tap Invite.
2. Fill in Email and First name (both required). Last name, Goes by, Initials and Job title are optional.
3. Choose a Role: Staff or Admin. Staff use the tools you give them. Admins open every tool, see Clinic Settings and can manage the team.
4. Tick any Groups they belong to.
5. Under How they get in, pick Email them an invite or Set a starting password (see below).
6. If you like, enter a 4-digit Starting PIN (optional) so they can unlock houndkit from day one.
7. Tap Send invite or Create account.

Tap Invite another to keep going, or Done to finish.

Which way in?

• Email them an invite sends an email so they can finish setting up and choose their own password. Good for people who check email.
• Set a starting password makes the account right away. Type a password (at least 8 characters) and houndkit emails them their sign-in details. They'll be prompted to choose their own password after signing in. Handy when you're onboarding someone in person.

Invite a list of people

1. Tap Bulk invite.
2. Paste one person per line: email, first name, last name, job title, role. Only email and first name are needed. Everyone is staff unless you write admin as the role.
3. Tap Send invites.

Keep track of who's in

The Team members list has filters along the top: Active, Admins, Never signed in, Temporary password and Deactivated, each with a count. You can also search by name, title or email, or narrow the list to one group.

Tap Roster to download the current team as a spreadsheet.

The Overview page flags anyone who hasn't signed in yet. A temporary password is often the fastest fix. See Help a teammate sign in.

Seat limits

If your plan has a set number of seats and you've used them all, the invite buttons are turned off and a note explains why. Upgrade under Plan & billing, or deactivate someone who's left to free a seat.

Next: Manage a team member