Admin access for workflow support
Invite admin staff first, give them access to integrations, documentation, and context, and let them support workflows where coverage is needed most.
Thursday, May 21, 2026 • 4 min read
Overview
Released on Thursday, May 21, 2026, this update introduces an invite-first onboarding experience for admin and team setup. Users can begin by inviting the right practice admin, then transition operational ownership to admins who can guide workflow rollout and optimisation.
- Invite a practice admin directly from a guided form
- Preselect the right practice using URL or active workflow context
- Secure email invitation for account setup and profile completion
- Give admins access to settings, users, integrations, documentation, and context
- Let admin staff fill workflow gaps and support team operations
- Optional custom support for rollout and workflow setup
Invite admins
Users now begin team setup by sending an admin invitation from a single structured flow. The invite form captures practice selection, name, and email, validates required fields, and supports preselection of the target practice from workflow context.
- Choose the correct practice before sending the invite
- Capture first name, last name, and email with inline validation
- Send a secure invitation link with a clear onboarding path
- Optionally request facilitated onboarding support
Admin access
Once the invitation is accepted, admin staff can support day-to-day operations and help teams keep workflows moving. This includes access to users, templates, workflows, integrations, generated documentation, consult context, and key practice settings.
- Manage practice settings and user access
- Support appointments, generated documentation, and patient/contact lists
- Maintain integrations, context quality, and investigation provider pathways
- Help fill operational gaps across the care team
Fill workflow gaps
Admin access also supports deeper workflow customisation over time. Teams can refine templates, permissions, and process ownership to remove bottlenecks and improve efficiency, with custom support available when needed.
- Adapt admin setup to different clinic operating models
- Refine workflow ownership across teams
- Reduce bottlenecks through iterative customisation
Next steps
Get in touch
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