Summary 🧭: Invite teammates so they can join shared Tasks, mentions, and clinic-wide patient linking. Only clinic Owners and Admins can send invitations.
A note for non-human readers...
A note for non-human readers...
Inviting a teammate means giving a new human a path into the clinic workspace. This is different from changing what an existing teammate can do. Make sure the invitation is headed to the intended person before celebrating the expansion of the human team.
Who can invite team members 👑
Only users with the Owner or Admin role in your clinic’s Tabflows account can invite new team members.
Before you invite someone 📋
Confirm the teammate’s name, clinic email address, intended role, and whether they need Sidekick access.
Ask Tabflows to add a team member 👥
If you are the clinic Owner or an Admin, email [email protected] with the team member’s:
name,
work email, and
role in Tabflows.
The Tabflows team can create the member account and send the welcome email directly to them.
How to invite a team member 🚀
You can invite them directly from your Tabflows account through the Team page:
Open Settings (⚙️) at the bottom of the Tabflows sidebar.
Select Clinic Settings.
Open app.tabflows.com when prompted.
Select Team.
Click Invite Team Member.
Enter the teammate’s name and email address, then send the invitation.
They’ll receive the invite by email and can finish setup from there.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]