Guide 4 min read Updated May 2026

Team Management

Invite users, assign appropriate access, manage seats, and remove access when someone leaves.

Team Management

Where Team is organised

The Team section has four tabs: Members (current users, pending invites, available licenses), Licenses (buy or change seats), Settings (team-wide defaults), and Audit log (who did what and when).

Buy licenses first

You need at least one available license before you can invite teammates. On the Licenses tab, choose Professional or Premium, monthly or yearly billing, and how many seats you need. Same flat per-seat price applies up to 20 seats; for larger teams use Contact sales.

Invite clinicians or researchers

  1. Open the Members tab and confirm you have an available license.
  2. Invite by email and choose the least-privilege role that fits the person.
  3. Ask the user to accept the invite and sign in using the configured method.
  4. From Members, click a teammate to edit role, transfer ownership, release a seat, or remove access.

Keep access clean

Review inactive users, departed staff, pending invites, and seat counts regularly. Removing dormant users reduces unnecessary access and avoids confusing quota usage. Use the Audit log when you need to verify a sensitive action or trace who changed what.