Adding teammates
Settings → Team → Add member. During the trial you can have up to 3 active users; on paid plans, your Stripe seat count is the cap — adding someone beyond it creates them as pending until you add a seat in Billing (you're never charged automatically).
Roles
- Clinic admin — everything, including billing and team management.
- Manager — full operational access, no billing.
- Supervisor — sees own + direct reports' records.
- Dentist — own leads/deals plus all cases (diagnosis work).
- Standard — own records only.
Fine-tuning
Per-user permission overrides (Settings → Team → user → Permissions) grant or revoke specific abilities — e.g. let a senior rep delete leads, or hide financial fields from juniors. Field-level rules also control who can edit sensitive lead fields.
Deactivating
Deactivate (don't delete) departing staff: their history stays, their seat frees up, and they can't log in.