Users & Practitioners: Managing Your Team

What this page does

The Users & Practitioners page (/settings/user-practitioner) is your clinic's staff list. It's where you see everyone with access to your ClinyPal account, invite new team members, and assign the role each person has. This page is Admin-only.

What you'll learn

What the staff list shows, including the Owner and Archived badges
How to reveal archived staff, which are hidden by default
How to invite a new staff member and assign their role
That access levels control what clinic data each person can see

The Users & Practitioners staff list, showing staff rows with an Owner badge on the main clinic owner and a '+N archived' link near the top for revealing archived users.

Admin-only page Only staff with Administrator access can open Users & Practitioners. This keeps control over team access and roles limited to whoever is accountable for it.

Reading the staff list

Owner badge — shown only on the main clinic owner's row, identifying the account that owns the clinic.
Archived badge — shown on staff who have been archived rather than deleted.

Archived staff are hidden by default Archived users don't show in the main list. A "+N archived" link or toggle near the top of the page reveals them when you click it — useful if you need to look up a former staff member's record without cluttering the active list.

Inviting staff and assigning roles

This page is also where you invite new staff to your clinic and assign their role, which determines their access level once they join.

Access levels control what staff can see

Roles govern data visibility The role you assign a staff member controls what clinic data they can see and do — not everyone on your team needs, or should have, the same level of access.

Understanding Your Role & Permissions

A full breakdown of each role and what it can see and do across ClinyPal.

Editing a User

See how to edit an existing staff member's profile, security role, and practitioner details.