Add and manage team members

Step-by-step guide

1. 1Open Team or Practitioners and click Add team member.
2. 2Enter name, email, and role permissions.
3. 3Send invite and track acceptance from the team screen.
4. 4Assign service capabilities and edit availability templates.
5. 5Set roster cycles or date overrides for leave and special shifts.
6. 6Review access rights before giving admin-level permissions.
7. 7Archive inactive team members to keep history intact.