Account activation step 4 — invite your team

How to invite staff members to your Healthaide portal and assign them the correct role and permissions.

Owner: full access, including billing and ownership transfer. There can only be one Owner.

Admin: full access except removing or replacing the Owner. Good for operations managers.

User: custom access. You choose exactly which pages and actions they can view or manage.

Where to go.

Settings › Staff & Permissions

Role levels.

The four-step invite flow.

Contact Information: enter the team member's email address and an optional welcome message, then click Next.

Locations & Roles: choose which location or locations they can access, then assign their role as Admin or User.

Permissions Setup: if you chose User, toggle what they can view or manage for each page. If you chose Admin, this is set for you automatically.

Review & Send: check the summary, then send. They receive an email invite that expires in 30 days.

Open Settings in the left sidebar, then click Staff & Permissions.

Click Invite User to open the guided four-step flow.

Complete each step and send the invite.

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