How to invite a team member

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Who can invite team members

Only clinic Admins can invite new team members and manage pending invitations. Team members can join and use the clinic workspace, but they do not see these administrative controls.

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Before you invite someone

Confirm the teammate’s name, clinic email address, access level—Admin or Team—responsibilities, and whether they need Sidekick access.

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Ask Tabflows to add a team member

If you are the clinic Admin, email nafeesa@tabflows.com with the team member’s:

• name,
• work email, and
• access level in Tabflows—Admin or Team

The Tabflows team can create the member account and send the welcome email directly to them.

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How to invite a team member

You can invite them directly from your Tabflows account through the Team page:

1. Open Tabflows.
2. Under Admin, select Team.
3. Select Invite team member.
4. Enter the teammate’s name and email address, then choose Admin or Team.
5. Send the invitation.

Tabflows emails the teammate a link to finish setup and join the clinic.

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Manage a pending invitation

Open Clinic Settings → Team and find the pending invitation. Select Resend invitation on its row, or open its menu to copy or cancel it:

Admins can resend, copy, or cancel the pending invitation.

• Resend invitation — send a fresh invitation email to the same address.
• Copy invite link — share the setup link directly with the intended teammate.
• Cancel invite — revoke an invitation that should no longer be used.

Before resending or copying a link, verify the email address and intended access. Never send one person’s invitation link to someone else.

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