Team accounts
Invite practitioners and reception, assign roles and control who can see notes, billing and settings.
Team accounts
CliniForm
Active
6
Invited
1
Roles
4 types
Amelia Hart — Practitioner
Nathan Cole — Practitioner
Priya Shah — Reception
Walkthrough
- Go to Settings → Team accounts.
- Invite by email. Choose a role: owner, admin, practitioner or reception.
- Practitioners see their calendar, clients and notes. Reception sees My Day and bookings. Billing stays with owners by default.
- Ask every user to enable two-factor authentication under Profile.
- Deactivate leavers instead of sharing logins. The audit log keeps their history.
Tips
- Never share one login across the team. Permissions and the audit trail only work with named accounts.
- Reception does not need clinical-note edit access unless you choose to grant it.