Your team: roles & invites

Invite staff and providers, and give each the right level of access.

Add the people who help run your clinic and control what each of them can see. You'll find this under Settings → Team.

Roles

• Owner — full access, including Billing and subscription changes. There's one owner (you), and only the owner can add or change a payment method.
• Admin — full access to run the clinic (patients, orders, products, categories, forms, marketing, integrations, settings) but not subscription billing.
• Staff (front desk) — a limited login that only sees Patients and Orders. Perfect for reception and support who handle day-to-day patient care but shouldn't change your catalog, integrations, or settings.

Inviting someone

1. Go to Settings → Team and click Invite.
2. Enter their name, email, and role.
3. They receive an email invitation to set up their account.

New team members are prompted to set their own password on first sign-in, so you never handle their credentials.

Managing the team

From the team list you can:

• Change a role as responsibilities shift.
• Resend an invite if someone didn't get the email.
• View activity to see a member's recent actions.
• Remove someone when they leave — their access ends immediately.

Where your team signs in

Everyone on your team signs in at clinic.clinicbond.com — the same dashboard, filtered to what their role allows. Staff logins are taken straight to Patients when they sign in.

Patients never sign in here. They use your patient portal address (yourclinic.clinicbond.com or your custom domain). Keep the two straight when you're sending someone a link.

A note on security

• Each person should have their own login — don't share accounts. It keeps the activity log meaningful and lets you remove access cleanly.
• Admins can enable two-factor authentication on their own account from Settings for an extra layer of protection.
• Changing your password, or turning two-factor on or off, signs you out on every other device and browser. The one you made the change on stays signed in.

Plan limits

The number of admin seats depends on your plan (Starter and Growth include a set number; higher plans include more). If you can't add another admin, check your plan on the Billing page.