How do I invite doctors and front-desk staff to my clinic?
Last updated: 2026-05-26
Go to Settings → Team & Roles → + Invite member, enter the new team member’s email, choose their role (Admin, Doctor, or Staff), and tap Send invite. They receive an email with a signup link that ties their account to your clinic. Once they finish signup and verify, they show up as Active in the team list.
Where to find it
Click the gear icon in the sidebar to open Settings, then choose Team & Roles. You will see a table of everyone in your clinic with their role and verification status.
Send an invite
- Click + Invite member at the top right of the team table.
- Enter the new team member’s email address.
- Choose a role from the dropdown.
- Click Send invite.
What each role can do
| Role | Can do |
|---|---|
| Admin | Everything: patients, notes, billing, team management, settings, integrations. |
| Doctor | Patients and clinical notes for their own consultations; their own calendar. |
| Staff | Front-desk: appointments, patient profiles, invoices, payments. No team management. |
What the invitee sees
They receive an email with a "Join your team on EpikDoc Pro" link. Clicking it opens a signup flow that pre-fills their email and ties the account to your clinic from the start. They still verify their mobile and email like a normal signup.
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