Managing Your Clinic Team

Clinic Team Management

The Clinics feature allows you to create a dental practice team, invite colleagues, and collaborate on treatment plans.

Creating a Clinic

1. Go to the Clinics tab in your dashboard.
2. Enter your clinic name in the "Add new clinic" field.
3. Click Create.
4. You are automatically assigned as the Owner of the clinic.

Inviting Team Members

1. Expand your clinic by clicking on it.
2. Find the Invite by email section.
3. Enter your colleague's email address.
4. Select their role (Admin, Professional, or Viewer).
5. Click Invite.

If the invited person already has an account, they will receive an email to join the clinic. If they don't have an account, they'll be invited to create one first.

Understanding Roles

Role	Permissions
Owner	Full access: manage team, branding, credit mode, create/edit/delete plans, and delete the clinic
Admin	Manage team members, branding, and create/edit plans
Professional	Create, edit, share, and download treatment plans
Viewer	View and download treatment plans only (read-only access)

Credit Modes

As a clinic owner, you can choose how credits are consumed:

• Individual Credits: Each team member uses their own credits for generating plans.
• Shared Credits: All team members use the clinic owner's credits.

To change the credit mode, expand your clinic settings and toggle between the two options.

Clinic Branding

Customize your clinic's branding to appear on treatment plans and shared documents:

• Upload your clinic logo (PNG, SVG, or JPG, max 2MB)
• Set brand colors (accent, heading, text, background)
• Choose a font family and font size for PDFs

Activity History

Admins and owners can view a log of all team activity, including plan creation, edits, status changes, and team membership changes. Filter the history by the last 3, 7, or 14 days.

Removing Team Members

Owners and admins can remove team members by clicking the remove button next to a member's name. Pending invitations can also be cancelled.