Managing your team
See who's in your organization, search members by name or email, and invite new people as Members or Admins.
Finding the Team page
Open the sidebar and scroll to the Management section — Team sits between Kiosk Stations and Billing & Plans. The badge next to the Team heading shows how many members your organization has right now.
The member list
Everyone in the organization is listed in one table. Use the search box above it to find someone by typing part of their name or email.
- User — The person's name and initials.
- Email — The address they sign in with.
- Role — Admin or Member.
Roles
Every person has one of two roles. The role is picked when they're invited, so nobody can grant themselves admin access.
- Admin — Manages the organization and sees org-wide analytics.
- Member — Completes their own scans, check-ins, and assessments and sees only their own data.
Inviting teammates
Click Invite Member to open the Invite Members panel. Type one or more email addresses — separate them with commas, spaces, or new lines — choose Member or Admin, and click Send invitations. Everyone in that batch gets the same role, and each person receives an email invitation to join your organization.
Facility and department
The Team page handles who is in the organization and their role. Which facility and department each person belongs to is set on Organization → Members. Mental-health signals are always shown to admins in aggregate — never a member's private entries.
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