To add a team member, open the Staff page and send them an invitation with the role and access you want them to have.
Steps
- Open the Staff page. It is not shown in solo practices.
- Start a new invitation and enter the person's email.
- Choose their role: Owner, Admin, Therapist, or Therapist + Admin.
- For the two Admin roles, switch on the admin access they need (at least one must be on). See the list below.
- Choose Send. The person accepts the invitation by email and joins your clinic.
Admin access options
- Scheduling: book sessions and manage schedules, clients and payments.
- Billing: view invoices and manage payments.
- Intake: manage client intake forms and workflows.
- Clinic setup: change clinic settings, invite and archive staff, manage services.
Managing your team
The Staff page lists active, invited and archived people. You can resend or revoke an invitation, and pause, resume or archive a member.
Who can do what
- Owners and admins with Clinic setup can invite, pause and archive staff.
- Only an owner can change someone's roles or give owner access.
- Adding a therapist can be blocked if your plan has no free therapist seat.
If this does not work
Contact Ignia support by chat with the email address you invited.