Add and manage team members

What this feature helps with

Create provider staff records and their working roles.

Step-by-step

1. Open Team from the provider workspace.
2. Invite or add the staff member using the supported flow.
3. Set their role and applicable permissions.
4. Review services and availability assigned to them.
5. Have the person verify access with their own account.

Review your results

• Use individual logins rather than a shared owner password.
• Confirm that client and payment access follow the role.