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

# Team members

> Add team members, understand Team Owner, Practice Administrator, Staff Member, and Clinician roles, and manage a Thrizer practice team.

## Overview

Practice administrators can add and manage team members.

## 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.

## 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](mailto: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.

## Add a team member

Go to:

**Clinician Portal → Team**

Use **Add Team Member** to open the invitation modal.

The invitation includes:

* Email
* Role

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

## 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.

## Clinician Portal roles

The Clinician Portal has these roles:

* **Team Owner** — one designated owner per practice with ultimate authority over the team. A Team Owner can do everything a Practice Administrator can, plus assign or remove the Team Owner role. For rollout details and how the initial owner was chosen for existing practices, see the [July 17, 2026 release notes](/help/changelog/2026-07-17).
* **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.

<Note>
  If your practice has multiple members and no Team Owner is assigned yet, contact Thrizer support at [help@thrizer.com](mailto:help@thrizer.com) to designate one.
</Note>

## 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.

## Who can manage team members

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.

## I do not see the Team roster or expected controls

The 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 the Team roster or another expected control is missing, contact Thrizer support at [help@thrizer.com](mailto: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

## 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](/help/clinician/thrizer-widget) for Widget setup requirements.