Invite a practitioner or an office staff member to join your practice on Docnote. This takes about 5 minutes.

Before you start

Only an Owner or an Admin sees the Team page. If it isn't in your menu, ask an owner of your practice.

Have the person's name and email address ready. For a practitioner, you also need their college registration number.

Open your team

1. In the left menu, under Workspace Manager, click Team.

   The Members list shows everyone in your practice, with their type, role, the date they joined and their status.

2. To find someone, type part of their name or email address in Search by name or email. Click a column heading to sort by it.

3. To see one person's details, click View at the end of their row.

If your team has more than 25 people, the list is split into pages. Use the page buttons below the list, or choose how many to show Per page.

Looking for someone who left?

People who were removed are hidden by default. Click Filter, choose Departed members under Include, then click Apply. The same panel can narrow the list by Type and Role.

Invite someone

1. On the Team page, click Invite Team Member.

2. Choose Practitioner (a physician or nurse practitioner) or Office Staff (for example, a medical office assistant). Click Next.

3. Enter their first name, last name and email address, and choose their Language. Click Next.

4. Choose their role: Owner, Admin or Member. You can change it later. Click Next.
5. For a practitioner, choose their Practitioner type and Province, and enter their College registration number. For a physician, also choose their Specialty. Click Next.

6. Check the details, then click Send Invite.

Docnote emails them a link to set up their account, and shows you the same link. The link expires after 30 days.

Not sure which role to choose? See What's the difference between Owner, Admin and Member?

Anyone with the link can join

The link lets whoever has it create the account. Send it only to the person you invited.

Manage a pending invite

Click Invites above the list to see every invite your practice has sent.

On a pending or expired invite, the actions menu lets you:

• Resend invite, or Reactivate invite if it has expired.
• Correct email address if you made a typo. The invite goes to the new address and the old link stops working.
• Copy link to send the link yourself, while the invite hasn't expired. Docnote makes a new link, and the link in the first email stops working.
• Revoke invite if the person should not join.

The email didn't arrive?

Choose Copy link, then Generate link, then Copy invite link, and send it to them directly.

What happens next

When the person accepts, they appear under Members. Their invite stays in Invites marked Accepted, as a record. Accepted and revoked invites have no actions menu.

To change what they can do later, see How do I change someone's role? If they leave your practice, see How do I remove someone from my practice?