Inviting staff & managing your team

Managing your clinic's team in HiBoop is handled through Settings > Team. Clinic admins can invite new staff, update roles, and remove access as needed.

Inviting a new staff member

1. Go to Settings in the left-hand menu
2. Click the Team tab
3. Click Add Staff in the top-right corner
4. Enter the staff member's name (optional) and email (required)
5. Select a Role to set their permission level
6. Click Save, an invitation email will be sent automatically

The invited staff member will receive an email prompting them to create a password and access the platform.

Managing existing staff

From the Team tab you can:

• View all current staff members and their roles
• Edit a staff member's role by clicking on their name
• Resend an invitation if the original email was missed
• Remove a staff member to revoke their access promptly

Staff access levels

Roles define what each team member can see and do in HiBoop. Common roles include:

• Account Admin, full access including settings, billing, and all patient data
• Clinical Admin, patient management and reporting, no billing/settings access
• Care Provider, access to assigned patients only
• Front Desk, limited access for scheduling and intake tasks
• Support Staff, read-only access to patient results

See Roles & Permissions for the full permissions breakdown.