Skip to main content
Team → Staff. Everyone with access to VoxHealth at your practice. Only an admin can add, invite, or edit staff. Front desk users can see the list but not change it.

Adding someone

1

Invite them by email

They get a link to set their own password. Do not create shared logins. The audit log is only useful if each action belongs to a person.
2

Give them a role

The role decides what they can see. See Roles and permissions for the full matrix. The short version is that admin can change settings and front_desk cannot.
3

Check what they see on first login

Sit with them for the first five minutes. A role that is too narrow shows up immediately as a page they need and cannot open.

Choosing a role

Give front_desk by default. Most practices end up with two or three admins and everyone else on front desk, which is the right shape: an accidental settings change is much more expensive than an occasional “can you turn this on for me”.

When someone leaves

Remove their access the day they leave. Their history in the audit log and on call records stays. Removing access does not erase what they did.