How to Invite a User to Practice Manager

You can invite team members to your Practice Manager (PM) account so they can access the platform and collaborate with your organization. When sending an invitation, you'll assign a role that determines the user's permissions within PM.

Before You Begin

Before inviting a user, make sure you have:

• Access to the PM account.
• Permission to manage users and team members.
• The email address of the person you want to invite.
• An understanding of which role the user should have.

Steps to Invite a User

1. Log in to your PM account.
2. Navigate to Settings.
3. Under Practice Manager Settings, select Team & Permission.

4. Click Add Member.

5. Enter the user's email address.
6. Select the appropriate role from the available options.

7. Click Send Invite.

The user will receive an email invitation with instructions on how to join your PM account.

What Happens Next?

After the invitation is sent:

1. The invited user receives an email notification.
2. They open the invitation email and select the provided link.
3. They follow the on-screen prompts to complete the setup process.
4. Once the invitation is accepted, the user will be added to your PM account with the assigned role.

Updated on: 04/06/2026