Guides · Getting started
Invite your team and choose their roles
Invite colleagues by email, give each a role, and change or remove them later.
An owner or admin can invite people. Only an owner can change someone's role.
Send an invitation
Go to Settings and open the Team tab. Under Inviting a colleague, enter their email address, choose their role, and press Send invitation.
They accept
Your colleague gets an email inviting them to your clinic and presses Open the invitation. If they are new to Medervia, they confirm their email with a code first, then join.
The invitation works once and lasts a week. You can withdraw it before it is accepted.
Change a role or remove someone
Everyone in the clinic is listed under Who is in your clinic. An owner can change a person's role from the menu next to their name, and can remove anyone except themselves. An admin can remove anyone except an owner.
Good to know
- An owner can do everything, including handing the clinic over and archiving it. An admin looks after apps, billing, settings and the team. A member does the day-to-day work.
- To hand the clinic to someone else, use Handing this clinic over. You stay on as an admin.
Next
Still stuck? Open a ticket from Support in the app, or send us a message.