Settings > Users and Permissions manages who has access to your admin portal and what they can do. The page is titled "Your team." Click Invite User (top right) to add a team member.
User Roles
Super Admin — full access to everything (all settings, data, actions); assign only to owners and senior operators. Primary Owner — owner-level access with billing and account management. Additional role types may be available — contact your Account Manager for the full role hierarchy.
Inviting / Removing
Invite: click Invite User, enter email, select role; they receive an email to set up access. Remove: click the three-dot menu (⋮) next to a member and choose remove/revoke. Remove team members immediately when they leave — former employees retaining access to patient data is a HIPAA violation.
Best Practices
Limit Super Admin to 1–2 people; use the lowest-privilege role that does the job; review access quarterly; remove access the same day someone leaves.