> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mymeddical.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Inviting staff
> Add staff members to your organisation and send them their account invitation.
## Overview
Adding a staff member is a two-step process. You first add them to the system — entering their details and role — and then separately send them an invitation email so they can set up their login credentials. Staff management is available on paid plans only.
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## Step 1 — Add the staff member
1. In the left sidebar, click **Staff & Users**.
2. Click **+ Add Staff** in the top right.
3. Fill in: First name, Last name, Email, Role, and any other relevant details.
4. Click **Save**.
The staff member now appears in your list with an **Invitation** badge showing **Not Invited**.
***
## Step 2 — Send the invitation
Once the staff member is in the system, you send their invite separately:
1. On the **Staff & Users** screen, tick the checkbox next to the staff member(s) you want to invite.
2. The **Send Invite** button in the top right becomes active once at least one staff member is selected.
3. Click **Send Invite**.
4. A confirmation message will confirm how many invitations were sent.
The staff member will receive an email with a link to set up their password and access the system.
You can select multiple staff members and send invitations in bulk — useful when onboarding a whole team at once.
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## Invitation status badges
Each staff member in the list has an **Invitation** column showing their current status:
| Badge | Meaning |
| ------------------------ | --------------------------------------------------- |
| **Not Invited** (orange) | Added to the system but no invite sent yet |
| **Invited** (amber) | Invitation email sent — awaiting them to accept |
| **Accepted** (teal) | Staff member has set up their account and logged in |
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## Staff roles
The role you assign controls what a staff member can see and do in the application. Assign the most appropriate role for their responsibilities — for example, a school nurse would typically be assigned the **Nurse** role, while a reception or admin person might be **Support Staff** or **Administrator**.
Staff management is available on paid plans only. Free tier organisations see a preview with an upgrade prompt.