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Manage Staff Members

Managing your staff roster in WithinEHR ensures every team member has the right level of access, is assigned to the correct services, and appears correctly on client-facing schedules.

How to Add a Staff Member​

  1. Click Settings on the navigation pane.
  2. Select Team.
  3. Click Add Team Member.
  4. Enter the team member's name, email, and role.
  5. Click Send Invitation.

The new team member will receive an email invitation to set up their account.

How to Edit a Staff Member​

  1. Go to Settings > Team.
  2. Select the team member you want to edit.
  3. Update their information, role, or permissions.
  4. Click Save.

How to Deactivate a Staff Member​

When a team member leaves your practice, deactivate their account to revoke access immediately.

  1. Go to Settings > Team.
  2. Select the team member.
  3. Click Deactivate or Remove.
  4. Confirm the action.

Deactivated accounts retain their historical records for audit and compliance purposes but can no longer log in.