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, Role, Responsibilities, Permissions, 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 Tabflows.
Under Admin, select Team.
Select Invite team member.
Enter the teammate’s name and email address, then choose their role.
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, first confirm that your clinic role is Owner or Admin. Other roles do not see this control.
Manage a pending invitation 🔐
Open Clinic Settings → Team and find the pending invitation. Open its menu, then choose the action that matches the situation:
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