> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adhdsimple.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Team Members

> Step-by-step guide to invite team members to your clinic

<Steps>
  <Step title="Navigate to Settings">
    From your main dashboard, click the **Settings** menu in the navigation bar.

    <img src="https://mintcdn.com/adhdsimple/LQ6dK699G14FWsml/images/user-management/03-dashboard.png?fit=max&auto=format&n=LQ6dK699G14FWsml&q=85&s=8059a3fd619fc1fe97952215af2a3a1f" alt="ADHD Simple Dashboard" width="1440" height="900" data-path="images/user-management/03-dashboard.png" />
  </Step>

  <Step title="Select User Management">
    In the Settings menu, click **User Management** to view your current team members.

    <img src="https://mintcdn.com/adhdsimple/LQ6dK699G14FWsml/images/user-management/04-settings-page.png?fit=max&auto=format&n=LQ6dK699G14FWsml&q=85&s=b1d3c9ea9be36af036cd6284be4a7abb" alt="Settings Page Navigation" width="1440" height="900" data-path="images/user-management/04-settings-page.png" />
  </Step>

  <Step title="Review Current Team">
    You'll see a list of all current users with their:

    * Names and email addresses
    * System roles (Owner, Admin, Doctor)
    * Healthcare positions
    * Account status (Active/Deactivated)

    <img src="https://mintcdn.com/adhdsimple/LQ6dK699G14FWsml/images/user-management/05-user-management.png?fit=max&auto=format&n=LQ6dK699G14FWsml&q=85&s=672e3d5c0d5ca98733c02ea2fbc2312a" alt="User Management Page" width="1440" height="900" data-path="images/user-management/05-user-management.png" />
  </Step>

  <Step title="Click Add User">
    In the top-right corner of the User Management page, click the **Add User** button.

    <Warning>
      **Permission Required**: Only clinic owners and administrators can invite new team members. If you don't see the "Add User" button, contact your clinic owner to request admin access.
    </Warning>
  </Step>

  <Step title="Fill in Personal Details">
    Complete the user's personal information:

    * **First Name**: Enter the user's first name
    * **Last Name**: Enter the user's last name
    * **Email Address**: This is where the invitation will be sent

    <img src="https://mintcdn.com/adhdsimple/LQ6dK699G14FWsml/images/user-management/06-add-user-dialog.png?fit=max&auto=format&n=LQ6dK699G14FWsml&q=85&s=2b2ad28d85452a68a3ee3567224eda02" alt="Add User Dialog Form" width="1440" height="900" data-path="images/user-management/06-add-user-dialog.png" />

    <Warning>
      Make sure the email address is correct - the invitation will be sent here and cannot be changed after sending.
    </Warning>
  </Step>

  <Step title="Select System Role">
    Choose the appropriate system role:

    * **Doctor**: Standard healthcare provider access
    * **Admin**: Administrative access (only available to clinic owners)

    <img src="https://mintcdn.com/adhdsimple/LQ6dK699G14FWsml/images/user-management/07-system-roles.png?fit=max&auto=format&n=LQ6dK699G14FWsml&q=85&s=c2dde1ef9dc0df57321319cb169c322a" alt="System Role Options" width="1440" height="900" data-path="images/user-management/07-system-roles.png" />

    <Info>
      Admin option will only appear if you're a clinic owner. Regular admins can only invite doctors.
    </Info>
  </Step>

  <Step title="Choose Healthcare Position">
    Select from the predefined healthcare positions:

    * Consultant Psychiatrist
    * General Practitioner
    * Clinical Nurse Specialist
    * Practice Manager
    * Pharmacist
    * Clinical Psychologist
    * Mental Health Nurse
    * Healthcare Assistant
    * Practice Nurse
    * Other Healthcare Professional

    <img src="https://mintcdn.com/adhdsimple/LQ6dK699G14FWsml/images/user-management/08-healthcare-positions.png?fit=max&auto=format&n=LQ6dK699G14FWsml&q=85&s=f5d6914a55591eb933bb68b63808c56f" alt="Healthcare Position Options" width="1440" height="900" data-path="images/user-management/08-healthcare-positions.png" />
  </Step>

  <Step title="Send the Invitation">
    Click **Send Invitation** to email the invitation to the new user.

    The system will:

    * Send an invitation email immediately
    * Display a success message
    * Add the user to your pending invitations list
  </Step>
</Steps>

## User Roles and Permissions

<AccordionGroup>
  <Accordion title="Clinic Owner">
    **Full System Access**

    * Invite and manage all user types (doctors and admins)
    * Access all clinic settings and configuration
    * Manage clinic payment settings and delivery options
    * View audit logs and compliance reports
    * Cannot be assigned through invitations (set during clinic setup)
  </Accordion>

  <Accordion title="Admin">
    **Administrative Access**

    * Invite new doctors (cannot invite other admins)
    * Manage patient records and prescriptions
    * Access user management settings
    * Configure clinic pickup addresses
    * View clinic performance data
    * **Cannot**: Invite admin users or access financial settings
  </Accordion>

  <Accordion title="Doctor">
    **Clinical Access**

    * Manage patient records and clinical data
    * Create and manage prescriptions
    * Access medication library
    * Generate prescription labels
    * View patient compliance and titration data
    * **Cannot**: Invite users or modify clinic settings
  </Accordion>
</AccordionGroup>

## Invitation Process for New Users

### What the Invited User Receives

When you send an invitation, the new user will receive an email containing:

1. **Welcome Message**: Introduction to ADHD Simple clinic
2. **Invitation Link**: Secure link to set up their account
3. **Clinic Information**: Your clinic name and inviting doctor details
4. **Next Steps**: Clear instructions for account setup

### Account Setup Process

The invited user must complete these steps:

<Steps>
  <Step title="Click Invitation Link">
    User clicks the secure link in their invitation email
  </Step>

  <Step title="Set Password">
    Create a secure password meeting these requirements:

    * At least 8 characters long
    * Contains uppercase and lowercase letters
    * Includes at least one number
    * Contains at least one special character
  </Step>

  <Step title="Complete Profile">
    Fill in additional profile information and preferences
  </Step>

  <Step title="Setup Two-Factor Authentication">
    Configure 2FA using an authenticator app for enhanced security
  </Step>

  <Step title="Access Dashboard">
    Once complete, they can access the clinic dashboard with their assigned permissions
  </Step>
</Steps>
