Inviting Team Members

Sending an Invite

1. Go to Settings > Team
2. Click + Invite Member
3. Fill in the form:

Field	Required	Description
First Name	Yes
Last Name	Yes
Email	Yes	They’ll receive a login invitation at this address
Role	Yes	Radiologist, Technologist, Referring Physician, Administrator, or Front Desk
Medical ID	No	Professional license number

4. Review the permission toggles (vary by role — see Managing Roles)
5. Click Invite

What Happens Next

• The user receives an email with a temporary password
• On first login, they’ll set their own password, configure MFA, and accept agreements
• Their status in the Team list shows as Invited until they complete onboarding

Resending an Invite

If a team member hasn’t completed their setup:

1. Find them in the Team list
2. Click the actions menu (three dots)
3. Select Resend Invite

Revoking Access

To remove a user:

1. Click the actions menu next to their name
2. Select Revoke Access
3. Confirm the action