Invite your team and assign roles
How to invite providers and staff, what each role can do, and how to grant time-limited access.
- Updated
- Updated
- Reading time
- 6 min read
- Tags
- teamrolespermissions
Roles are layered: a base role (Doctor / Clinical staff / Non-clinical staff) plus granular permissions and optional admin overlays.
Send an invite
Single-use link · expires in 14 days
kim.nguyen@riversidefamily.com
Base role
Granular permissions
Establishment → Role access → Invite. Pick the base role first — it sets the persona — then refine the granular permissions for that specific person. The invite is single-use and good for 14 days. The user activates with Google SSO or a magic link, never a password, so you cannot accidentally hand someone a credential that lives forever.
Picking the right base role
Medical Assistant
Scribe
Front Desk
Billing Coordinator
Doctors can sign notes and prescribe. Clinical staff can chart, draft notes, and update clinical data — but cannot primary-sign. Non-clinical staff handle scheduling, intake, and documents — no clinical edits. The persona presets in the invite flow (Medical Assistant, Scribe, Front Desk, Billing Coordinator, Practice Manager, Patient Coordinator) are recipes that pre-check the right granular permissions for each — you can still tune individual checkboxes after.
The admin overlay
Add the Admin checkbox to anyone who manages the practice. Super-admin bypasses every check — use sparingly. Both overlays sit *on top of* the base role, so a Practice Manager who is also a Clinical Staff member can have both: clinical-staff capabilities by day, admin tools when reviewing the team roster.