Practice

The Practice screen controls your organization workspace.

What You Can Do

• Switch between available practices.
• Create a new practice.
• Invite new members by email.
• Set member roles.
• Remove members.
• Review open invitations.
• Cancel invitations that are no longer needed.

Role Management

Roles define access level inside the workspace.

• Owner: full control.
• Admin: broad management permissions.
• Member: standard team access.

Recommended Process

• Invite with the least required role first.
• Upgrade role later only if needed.