---
title: How to Add a Team Member to Your Docnote Account and Set Their Role and Permissions
description: You can add team members to your existing Docnote office account at any time. Here's how to invite a new user and configure their access.
image: https://www.docnote.com/hubfs/Website%20Photos/docnote-og-default.png
---

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# How to Add a Team Member to Your Docnote Account and Set Their Role and Permissions

## You can add team members to your existing Docnote office account at any time. Here's how to invite a new user and configure their access.

You can add team members to your existing Docnote office account at any time. Here's how to invite a new user and configure their access.

**Steps to add a team member:**

1. Log in to your Docnote account and select **Team** from the left-hand menu.
2. Select the **"Invite User"** button.
3. Fill in the following required fields: 
     - **First Name**
     - **Last Name**
     - **Email**
     - **Office** — select the office you are adding them to
     - **Job Title** — select from the following options: 
           - Locum
           - Physician
           - Physician Assistant
           - Nurse Practitioner
           - Nurse
           - Receptionist
           - Medical Office Administrator
           - Bookkeeper
           - Other
     - **Role** — select one of the following: 
           - **Office Superuser** — full access to all office settings and features
           - **Accounting** — access limited to billing and financial functions
           - **User** — standard access based on assigned permissions
4. Assign the appropriate **Permissions** for this team member:

| Permission | Description |
| --- | --- |
| Edit Office | Ability to update office details and settings |
| Edit Users | Ability to add and manage team members |
| Edit Services | Ability to add and edit services and fees |
| Sign Forms | Ability to sign documents and forms |
| View Reports | Ability to view office reports |
| View/Edit Finance | Ability to view and manage financial information |
| Edit Requests | Ability to create and manage patient requests |
| Legal | Access to legal documents and agreements |
| Primary Care Provider | Designates the user as a primary care provider |

.Once all fields are completed, send the invitation. The team member will receive an **email invitation** to activate their account and create their password.

💡 **Primary Care Providers:** If the **Primary Care Provider** permission is selected for a team member — regardless of their job title (e.g. Physician, Nurse Practitioner, Locum, etc.) — they will be required to enter their **Medical Practitioner Number** (e.g. CPSO, CPSBC, CPSNS, etc.) and **upload their signature** as part of their account activation.

💡 **Tip:** Take care when assigning roles and permissions — only grant access that is necessary for each team member's responsibilities.

⚠️ **Note:** Fields marked with an asterisk (\*) are required.

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- [Physician](https://www.docnote.com/help/physician?hsLang=en-ca#main-content)

    - [Office Setup](https://www.docnote.com/help/physician?hsLang=en-ca#office-setup)
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    - [Office Management](https://www.docnote.com/help/physician?hsLang=en-ca#office-management)
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