Team and permissions
Invite staff, assign roles, and understand who can do what inside the practice.
Invite teammates and assign roles
Add staff to your practice and pick the role that matches their day-to-day work.
Read guideInvite a team member
Send a sign-in invite to a teammate so they can join the workspace.
Read guideChoose the right role
Pick the smallest role that lets a teammate do their job.
Read guideWhy the last owner cannot be removed
Every workspace must have at least one owner. Here's how to transfer ownership safely.
Read guide
Related categories
Getting started
Set up your practice workspace, invite teammates, and find your way around ChairNav.
Daily Brief
Use the morning brief to scan the day, see real risks, and act before 9 a.m.
Schedule and No-Show Guard
Protect chair time with the schedule view, confirmation status, and no-show risk reasoning.
Recall Engine
Track recall opportunities, prioritize who to reach today, and prepare safe outreach.
Still need help?
Tell us the practice name and what you were trying to do — we'll help.