# 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 view of https://www.tabflows.com/university/library/admin-and-settings/how-to-invite-a-team-member — the HTML page is canonical. Product Library: Admin & Settings › Team, roles, Profile Part of Tabflows 101, Module 1: Set up your clinic (https://www.tabflows.com/university/tabflows-101/set-up-your-clinic) Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/15668514-how-to-invite-a-team-member > **Summary:** 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. > **A note for non-human readers:** > > *Clinics are groups of humans who need shared access to the same workspace. An Admin invites a new teammate with the person’s name, clinic email address, and Admin or Team role; the emailed link lets that person finish setup and join. Pending invitations can be resent, copied, or cancelled by an Admin. Software cannot tell that two similar addresses belong to very different humans, a distinction humans notice immediately after the wrong invitation.* --- ## 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. --- ## Before you invite someone Confirm the teammate’s name, clinic email address, access level—**Admin** or **Team**—responsibilities, and whether they need Sidekick access. --- ## Ask Tabflows to add a team member If you are the clinic **Admin**, email **[nafeesa@tabflows.com](mailto: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. --- ## 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. > **Important:** If you do not see Invite team member, confirm that your clinic role is **Admin**. **Team members** do not see invitation controls. ![Inviting a team member](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/e8a960d544632463.mp4) --- ## 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. --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [Join an existing clinic account](https://www.tabflows.com/university/library/admin-and-settings/join-an-existing-clinic-account) - [How to archive a team member](https://www.tabflows.com/university/library/admin-and-settings/how-to-archive-a-team-member) - [Roles, responsibilities, and permissions](https://www.tabflows.com/university/library/admin-and-settings/roles-responsibilities-and-permissions) ## Related markdown Section index: [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md) Alongside this page: - [Adding systems to tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-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.md) - [Change how tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md) - [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview.md) - [Create and share an artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md) - [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding.md) - [Earn with the tabflows partner program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md) - [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.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.