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How to add team members to your practice

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Written by Brandon Terry

TL;DR: Admins can add team members from the Organizations tab by clicking Invite Members and entering their contact info.

Overview

If you're running a practice with multiple providers or staff, you'll need to add them as team members in Village. This lets them access the platform, see their assigned patients, and use features based on their role.

How to add team members

On web:

  1. Click Organizations in the navigation bar

  2. Click Team Members

  3. Click Invite Members

  4. Enter their contact information and select a role

  5. Click Send Invite

On mobile:

  1. Tap the More tab

  2. Tap Organizations

  3. Tap Team Members

  4. Tap Invite Members

  5. Enter their contact information and select a role

Understanding roles and permissions

Village has three permission levels:

  • Owner: Full control of the account. There's only one owner per organization, set when the account is created.

  • Admin: Nearly identical to owner permissions. Admins can manage day-to-day operations, invite team members, and access all features.

  • Practitioner: Limited access. Practitioners can only see the patients they're assigned to (not all patients) and cannot view billing information like rates or charges.

FAQ

Can I have multiple admins?
Yes. You can add as many admins as you need, and they'll all have full management access.

What's the difference between owner and admin?
Very little in practice. The main difference is that there can only be one owner, which is set when the organization is created. Admins have all the same day-to-day capabilities.

Can practitioners see other providers' patients?
No. Practitioners only see patients they're directly assigned to, keeping access limited to what they need for care.

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