Manage a team member

Everything about one person, from their name and role to their groups, tools and sign-in, lives in one panel. Clinic admins open it from Clinic Settings → Team members by tapping the person's name.

The top of the panel shows their email, whether they're Admin or Staff, any flags like Hasn't signed in yet or On a temporary password, and when they were last active.

Profile & role

Edit First name, Last name, Goes by, Initials and Job title, then choose a Role:

• Staff use the tools you give them. They can't open Clinic Settings.
• Admin can open every tool, see Clinic Settings and manage the team.

Tap Save.

Birthday & start date

Pick their Birthday (month and day) and Start date. These save as you pick and show on the clinic calendar and their profile card, unless they hide them.

Groups

Tap group chips to add or remove the person. Each tap saves right away, with Undo in the Saved message. Groups decide things like which tasks and chores reach them and which team spaces they see. If you don't have groups yet, make them under People → Groups.

Tool access

For staff, each tool your clinic uses has a switch. Switches save as you flip them, with Undo. Turn one off to hide that tool from their menu and dashboard and keep them out of its pages. Admins can always open every tool.

These switches work alongside the clinic-wide rules in People → Tool access. See Choose who can use each tool.

Sign-in help

Temporary passwords, reset links, clearing a PIN and removing a profile photo are all here. See Help a teammate sign in.

Recent changes

A short history of changes made to this person, such as role changes or password resets.

Deactivate someone who's left

At the bottom of the panel:

1. Tap Deactivate and confirm.
2. They're signed out and can't sign in to your clinic. Their seat is freed up. Their history, like tasks they logged and chores they did, stays.

Deactivated people move to the Deactivated filter on the team list. Open them and tap Reactivate to bring them back.

A few limits apply:

• You can't deactivate yourself.
• Every clinic needs at least one admin, so make someone else an admin before deactivating the last one.
• If the person also belongs to another clinic, deactivating removes them from your clinic only. Their account stays for the other clinic.