Team seats, roles, and collaboration
What team members can do inside your practice workspace
Add someone to your practice or agency workspace
The first setup steps after a team member joins
How team members operate client invites, seats, and defaults
Permission boundaries for members, admins, and owners
Revoke practice access while keeping the work history
How practice team seats appear on your subscription
How staff access works when your practice belongs to an agency
Separate staff access, client access, and agency billing concepts