Your clinic's staff list
The Users & Practitioners page (/settings/user-practitioner) is where you see everyone with access to your ClinyPal account in one place. It's a browse page, not an editor — it exists so you can quickly answer questions like "who's on our team," "who still hasn't accepted their invite," or "is this former employee's account actually gone," before drilling into any one person's profile to make a change.
This page is Admin-only. Team composition and access levels are exactly the kind of thing a clinic wants to control tightly — the alternative is any staff member being able to see the full roster, change roles, or invite new people, which is a bigger surface for mistakes or misuse than most clinics are comfortable with.
- What the Owner and Archived badges mean, and why the main owner only ever has one row
- How to reveal archived staff, which stay hidden from the list by default
- How inviting a new team member and assigning their role works
- That clicking any staff member's row is how you actually edit them
- How role assignment ties into what each person can see and do
Reading the badges on a staff row
Two badges appear on the staff list, and both exist to answer a specific question at a glance without opening anyone's profile.
| Badge | Appears on | What it tells you |
|---|---|---|
| <strong>Owner</strong> | The single account that owns the clinic | This is the account the clinic itself is registered under — it has protections no other account has, covered in full in <a href="/settings-our-clinic/editing-a-user/">Editing a User</a>. |
| <strong>Archived</strong> | Staff who've been archived rather than deleted | This person no longer has active access, but their historical record — past appointments, notes, activity — is preserved rather than erased. |
Archiving rather than deleting is deliberate. A staff member who's left the clinic may still be referenced by historical appointments, notes, or invoices — deleting them outright would either break those records or force ClinyPal to silently detach their name from work they actually did. Archiving keeps the account's history intact while removing their ability to sign in or appear as an active option elsewhere in the product.
Inviting staff and assigning roles
This page is also where new staff join your clinic. Inviting someone sends them an email to set up their own sign-in, and at invite time you assign the role that determines what they'll be able to see and do the moment they accept — there's no intermediate state where a newly accepted user has no access at all, or full access by default.
Choosing the right role at invite time is worth a moment's thought rather than defaulting to whatever's fastest. Over-granting access because it's easier than thinking it through is a common source of avoidable risk in a system that holds patient health information — under-granting is the safer direction to err in, since a role can always be widened later from that person's own profile.
Clicking into a row is how you edit someone
This list is intentionally a browse view, not a place to change anything directly. To change a staff member's name, role, security settings, or practitioner configuration, click their row to open their dedicated profile screen — that's a separate page reached only by clicking into someone from this list, not a standalone item in the Settings navigation.