Team members

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Overview

Practice administrators can add and manage team members.

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Where to go

Team member options appear in:

• Clinician Portal → Team
• Clinician Portal → Home → Invite Teammate

The Benefits page (marketing dashboard) also links to team-member setup so it can invite a clinician who needs a service and rate before appearing in the Widget.

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Using the same email across multiple teams

An email address can be associated with only one Thrizer team at a time. If you try to invite someone whose email is already on another Thrizer team, that invite will not go through. To add them to your team, they need to use a different email, or contact Thrizer support at help@thrizer.com to review options. Team role controls (Practice Role, Role, Change Role) manage a person’s permissions within your team. They do not convert an account from one type to another and do not move an account between teams.

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Add a team member

Go to: Clinician Portal → Team Use Add Team Member to open the invitation modal. The invitation includes:

• Role

The available team role in the Team area is Staff Member.

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Find a team member

The Team page shows each team member’s name, email, role, and status. To locate someone quickly:

• Search by name or email.
• Use the status filter (All, Active, Invited, or Disabled) to narrow the list.

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Clinician portal roles

Three roles use the Clinician Portal:

• Practice Administrator — full access. Sees Practice Settings and Banking & Payouts in Settings, the Payouts tab in Transactions, and the payments summary cards. Can invite team members and manage practice-level configuration.
• Staff Member — practice-wide visibility into clients, charges, and the Payments tab (including the clinician and client filters), but no access to Payouts, the payments summary cards, Practice Settings, or Banking & Payouts.
• Clinician — sees only their own connected clients, charges, and payments. The Transactions hub Client filter is scoped to the clinician’s own connected clients.

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Widget connection

Team member setup also affects the Thrizer Widget. At least one active team member needs a service and rate before the Widget can be used for prospective client benefit checks.

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Role boundary

Team management is practice-admin functionality. Staff Members and Clinicians without practice-admin access should ask a practice administrator to invite or update team members or to change practice-level settings.

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I don’t see Team roster or expected controls

Team roster and full Widget/Benefits controls are visible to practice administrators. Staff Members and Clinicians have more limited access. If you are a practice administrator and Team roster or another expected control is missing, contact Thrizer support at help@thrizer.com with:

• your practice email
• your role
• a screenshot of the page where controls are missing
• the URL or page name in the Clinician Portal

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How do I add a clinician to the Benefits Checker?

Add the clinician as a team member from Clinician Portal → Team → Add Team Member, then confirm the clinician has an active service and rate. At least one active team member with a service and rate is required for the Widget and Benefits Checker to function. See also Thrizer Widget for Widget setup requirements.