Account activation step 4 — invite your team
How to invite staff members to your Healthaide portal and assign them the correct role and permissions.
Where to go
- Settings › Staff & Permissions
Role levels
- 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.
The four-step invite flow
- Contact Information: enter the team member's email address and an optional welcome message, then click Next.
- Locations and 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 and Send: check the summary, then send. They receive an email invite that expires in 30 days.
