Summary 🧭: Invite teammates so they can join shared Tasks, mentions, and clinic-wide patient linking. Only clinic Admins can create, resend, copy, or cancel pending 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 clinic Admins can invite new team members and manage pending invitations. Team members can join and use the clinic workspace, but they do not see these administrative controls.
Before you invite someone 📋
Confirm the teammate’s name, clinic email address, access level—Admin or Team—responsibilities, and whether they need Sidekick access.
Ask Tabflows to add a team member 👥
If you are the clinic Admin, email [email protected] with the team member’s:
name,
work email, and
access level in Tabflows—Admin or Team
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 Tabflows.
Under Admin, select Team.
Select Invite team member.
Enter the teammate’s name and email address, then choose Admin or Team.
Send the invitation.
Tabflows emails the teammate a link to finish setup and join the clinic.
Important ⚠️: If you do not see Invite team member, confirm that your clinic role is Admin. Team members do not see invitation controls.
Manage a pending invitation 🔐
Open Clinic Settings → Team and find the pending invitation. Open its menu, then choose the action that matches the situation:
Admins can resend, copy, or cancel the pending invitation.
Resend invitation — send a fresh invitation email to the same address.
Copy invitation link — share the setup link directly with the intended teammate.
Cancel invitation — revoke an invitation that should no longer be used.
Before resending or copying a link, verify the email address and intended access. Never send one person’s invitation link to someone else.
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] or message us right here in the chat