Manage Team Members
Update team member access, status, and staff type.
Manage team members when someone changes role, becomes a provider, or no longer needs access.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Team.
Select Teams.
Use All, Provider, or Support staff to filter the list.
Search for the team member by name or email.
Open the row actions menu and review Manage member.
Update Access role or Person type as needed.
Use Deactivate or Reactivate when access should change.
The team list updates with the member's current status.
Common pitfall: Changing Person type changes the work profile. Changing Access role changes permissions.
Troubleshooting
I cannot change a member. Confirm you have permission to manage the team.
A pending invite should be stopped. Use Cancel invite from the member actions menu.
Related
- Before this: Invite Team Members
- After this: Set Provider Availability
- Instead: Review Roles and Capabilities
Need help? Contact your administrator or reach out to support.