# Admin & Settings

> Your clinic account, team, roles, billing, and preferences.

Markdown view of https://www.tabflows.com/university/library/admin-and-settings — the HTML page is canonical.

Your clinic account, team, roles, billing, and preferences.

## Set up and sign in
- [Sign up your clinic](https://www.tabflows.com/university/library/admin-and-settings/sign-up-your-clinic): Create your clinic workspace, install Tabflows, and connect the first useful workflow. You can start with one person and one system, then bring in the rest of the team when the value is clear.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/sign-up-your-clinic.md
- [Join an existing clinic account](https://www.tabflows.com/university/library/admin-and-settings/join-an-existing-clinic-account): If your clinic Admin has already invited you, here's how to accept, install, and get set up. Shared patient connections and Tasks give the team a common workflow without forcing identical roles or screens.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/join-an-existing-clinic-account.md
- [Sign up: Clinic account setup](https://www.tabflows.com/university/library/admin-and-settings/sign-up-clinic-account-setup): Create your clinic workspace, verify your email, and install Tabflows. Tabflows Core is free forever with no credit card required.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/sign-up-clinic-account-setup.md
- [Member sign-in: Account setup](https://www.tabflows.com/university/library/admin-and-settings/member-sign-in-account-setup): Your clinic has already created the workspace and invited you. Accept the invitation, create your login, add Tabflows to Chrome, and open the systems you already use
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/member-sign-in-account-setup.md
- [Install the Tabflows Chrome extension](https://www.tabflows.com/university/library/admin-and-settings/install-the-tabflows-chrome-extension): Tabflows runs beside your browser-based clinic systems through its Chrome extension. Install it, pin it, sign in, and add a supported system to see the product in context.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/install-the-tabflows-chrome-extension.md
- [Adding systems to Tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows): Add a supported system to your personal Tabflows layout so it remains one click away without changing your teammates’ views.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows.md
- [Patient linking and side tabs](https://www.tabflows.com/university/library/admin-and-settings/patient-linking-and-side-tabs): Add the browser-based tools your clinic uses, then confirm the same patient across them. One verified connection can help your team return to those profiles without repeating the search.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/patient-linking-and-side-tabs.md
- [How do I sign in to Tabflows](https://www.tabflows.com/university/library/admin-and-settings/how-do-i-sign-in-to-tabflows): Use the Sign in button in the newest Tabflows email for the quickest password-free sign-in, approve a waiting computer from your phone, or enter the six-character code manually.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/how-do-i-sign-in-to-tabflows.md
- [Can I keep Tabflows signed in longer or indefinitely](https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely): Tabflows login sessions expire after 15 days without a real Tabflows action, and no later than 30 days after sign-in. There is currently no indefinite-session setting.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely.md
- [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support): You do not have to figure out Tabflows alone. Use in-app chat, search the Help Center, or book a walkthrough based on the kind of help you want.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.md

## Sidebar views and connected systems
- [Change how Tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks): Choose how Tabflows opens, adjust the sidebar, and change the display size for your workspace.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md
- [How do I remove a system from Tabflows](https://www.tabflows.com/university/library/admin-and-settings/how-do-i-remove-a-system-from-tabflows): Removing a system hides it from your personal Tabflows layout. It does not delete data from that system or change a teammate’s layout.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/how-do-i-remove-a-system-from-tabflows.md

## Team, roles, Profile
- [How to invite a team member](https://www.tabflows.com/university/library/admin-and-settings/how-to-invite-a-team-member): Invite teammates so they can join shared Tasks, mentions, and clinic-wide patient linking. Only clinic Admins can create, resend, copy, or cancel pending invitations.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/how-to-invite-a-team-member.md
- [How to archive a team member](https://www.tabflows.com/university/library/admin-and-settings/how-to-archive-a-team-member): Archive a teammate when they leave the clinic or no longer need access. Admins can archive users; a clinic always needs at least one Admin, so the last Admin can’t be archived.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/how-to-archive-a-team-member.md
- [Roles, responsibilities, and permissions](https://www.tabflows.com/university/library/admin-and-settings/roles-responsibilities-and-permissions): Roles in Tabflows determine what each team member can access from day-to-day patient work to clinic-level settings like billing and team management.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/roles-responsibilities-and-permissions.md
- [Manage your Profile and personal settings](https://www.tabflows.com/university/library/admin-and-settings/manage-your-profile-and-personal-settings): Manage your name, profile photo, personal Task settings, Sidekick preferences, and plan usage from Profile.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/manage-your-profile-and-personal-settings.md

## Clinic settings
- [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview): Your clinic account contains the shared settings your practice uses across Tabflows. Open Clinic Settings to view the areas available to you. The options you can view or change depend on your role.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview.md
- [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding): Add your clinic’s name, logo, contact details, colors, and disclaimer so PDF and Word documents generated by Tabflows look like they belong to your practice.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding.md
- [Review activity and time saved in Analytics](https://www.tabflows.com/university/library/admin-and-settings/review-activity-and-time-saved-in-analytics): Admins can use Analytics to review their own recent Tabflows activity. Admins can also switch to clinic-wide activity; Time back appears only when enabled for the account.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/review-activity-and-time-saved-in-analytics.md
- [Earn with the Tabflows Partner Program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program): Clinic Admins can use Earn to access their personal referral page.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md
- [Create and share an Artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link): Create a sign-in-protected Artifact link to share notes and selected files with another team member in the same clinic.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md

## Pricing and billing
- [Is there a free trial?](https://www.tabflows.com/university/library/admin-and-settings/is-there-a-free-trial): There is no trial clock. Tabflows Core is free for your whole team for as long as you want it, and the paid service is month-to-month — so you can start today and decide about it whenever you are ready.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/is-there-a-free-trial.md
- [Pricing and billing](https://www.tabflows.com/university/library/admin-and-settings/pricing-and-billing): Understand what Tabflows Core includes and how pricing for the paid service changes as your clinic grows.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/pricing-and-billing.md
- [What is a Practice X-ray](https://www.tabflows.com/practice-x-ray)
  Markdown: https://www.tabflows.com/practice-x-ray.md
- [Who can manage billing](https://www.tabflows.com/university/library/admin-and-settings/who-can-manage-billing): Billing is managed at the clinic level. Admins can review pricing and request changes; other teammates should ask an authorized clinic administrator.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/who-can-manage-billing.md
- [How cancellation works](https://www.tabflows.com/university/library/admin-and-settings/how-cancellation-works): The paid service is month-to-month with no long-term contract. An Admin can request cancellation, and Tabflows confirms when it takes effect.
  Markdown: https://www.tabflows.com/university/library/admin-and-settings/how-cancellation-works.md

## Related markdown

Section index: [Library](https://www.tabflows.com/university/library.md)

Alongside this page:

- [Integrations](https://www.tabflows.com/university/library/integrations.md)
- [Magic buttons](https://www.tabflows.com/university/library/magic-buttons.md)
- [Marketplace](https://www.tabflows.com/university/library/marketplace.md)
- [Mobile](https://www.tabflows.com/university/library/mobile.md)
- [Practice brain](https://www.tabflows.com/university/library/practice-brain.md)
- [Security and privacy](https://www.tabflows.com/university/library/security-and-privacy.md)
- [Sidekick](https://www.tabflows.com/university/library/sidekick.md)
- [Tasks](https://www.tabflows.com/university/library/tasks.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.