Invite a team member

Access to a participant's records is granted by you, per person, per care team. Signing in alone gives nobody access.

1. Ask the person for the exact email address they will sign in with (their Google address if they will use Continue with Google).
2. In the portal open Admin → Users.
3. Choose Invite, enter the email, choose a role, and confirm.
4. Tell them they can now sign in — if they had already tried, they just choose Check again on the access is pending screen.

Email addresses must match exactly

jo@example.com and Jo@Example.com match; jo@example.com and jo.smith@example.com do not.

Removing access

Open the person in Admin → Users and choose Revoke. They can still sign in, but they will see the access is pending screen instead of any records. Their past notes stay in the record with their name on them.