Invite team members and manage their access

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Overview

Team Owners and Practice Administrators manage team membership. Each clinician who provides care needs their own account so charges identify the right provider. Don’t use one shared profile for multiple clinicians. Team membership, catalog editing, client access, and widget configuration are separate permissions. A non-clinician can own or administer a Thrizer practice account. Whether the practice engages clinicians as employees or independent contractors does not change billing through Thrizer.

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Add a team member

1. Open Clinician Portal → Team and select Add Team Member.
2. Enter the person’s email and required name details in Invite team member.
3. Choose an available role that matches their work, then review the account notice and submit the invitation.
4. Have the teammate complete their invitation. Before billing for a rendering clinician, review their profile, Individual NPI, and Services catalog.

The roles you can assign depend on your permissions. If the form recognizes an existing account, follow its notice; an invitation, resend, and password reset are different actions. Do not reset an existing member’s password simply to add them again. If the email belongs to another team, use the account boundaries below. If Add Team Member or the required role is unavailable, ask a Team Owner or Practice Administrator. Widget access alone does not permit team invitations.

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Find a teammate or resend an invitation

Open Clinician Portal → Team and search by name or email. Use the Status filter to distinguish Active, Unregistered, and Inactive members. A Team Owner or Practice Administrator with permission to manage that member can open an Unregistered member’s row actions, select Resend Invite, review the email address, and confirm Resend Invitation. Ask the teammate to check that inbox and spam or junk folder. Resending an invitation does not reset their password. For an Inactive member, the available action is Reactivate Member. Review the Reactivate Team Member confirmation before proceeding, then check the member’s role, profile, Services and client setup before billing. Do not assume reactivation restores every previous client assignment or customized term.

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Who can be assigned to clients, charges, and the Widget

Staff may work with client records and billing tasks permitted by their role. That does not make them the provider who rendered care. An eligible role also does not replace required provider identifiers, account setup, or Services.

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Change a teammate’s role

A Team Owner or Practice Administrator with permission to manage the member opens Team → member row actions → Change Role, selects an available Role, and reviews the notice before selecting Save. Managing a Team Owner or granting that role requires Team Owner authority in the Clinician Portal. A Practice Administrator should ask the Team Owner for those changes. When transferring ownership, review the confirmation carefully; the current owner’s own Team Owner role can be given up. Your own row does not offer these management actions.

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Changing a team member’s role to Staff Member

When Change Role → Staff affects a member with active clients, choose an eligible clinician in Reassign to before selecting Save. The modal blocks the change until reassignment is resolved. If Thrizer cannot load the affected-client information or offer an eligible target, resolve that issue or contact Support before continuing. Changing the role to Staff also clears that member’s Services catalog. If they later return to a clinician role, add their Services and list prices again before relying on the catalog for billing or Widget display. A Team Owner or Practice Administrator can manage an eligible teammate’s catalog from Team.

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Reassigning clients when removing a team member

A Team Owner or Practice Administrator with permission to manage the member opens Team → member row actions → Remove Member. Review the affected clients. If the member has active clients, the confirmation asks you to choose Reassign clients to another team member or Remove these clients from your client list. For reassignment, choose the eligible clinician in Reassign to. Review that choice before confirming Remove Member. If the client information cannot load, removal stays blocked; contact Support if it remains unavailable. When the removal reassigns clients, review each client’s Services and prices before the next charge. That guide explains which Primary Service and customized terms need to be set again.

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Use the correct clinician on charges

An authorized practice member may create a charge for a clinician. Select the person who actually rendered the service and review that clinician’s Service and client terms. The person operating the portal does not replace the rendering clinician. See claim billing identity for the distinction between rendering and billing provider details.

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Using an email across teams and account types

An email can belong to only one Thrizer team at a time. A clinician working across teams needs separate accounts where supported. If the invitation says the email belongs to another team, do not assume it will move or merge that account; ask Support about the supported setup. The same person can use the same email for separate client and clinician accounts. Those accounts are independent and cannot be converted or merged. If your practice avoids personal email addresses, a unique practice-controlled alias can be used when your email provider supports it.

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Role boundaries

Staff and Clinician roles cannot access practice Business information, Banking information, or payout exports. Clinician-role members also cannot access practice-level financial reporting. Client-level records remain subject to the user’s role and connections; profile or Widget access is not permission to change every client or catalog.

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Widget connection

After the rendering clinician’s account and catalog are ready, use Widget setup to choose who appears publicly and review their list prices. The complete Widget requirements and sharing controls live there.

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When to request help

If an authorized Team Owner or Practice Administrator cannot manage the expected member, contact Support through your Thrizer account. Include the practice email, affected member, action, and notice shown. Remove unnecessary client details from screenshots. Do not share passwords or ask a teammate to use your login.

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