Inviting your team and choosing their roles

Everyone at your clinic signs in to Doxtor as themselves. That way each action is recorded against the person who took it, and each person sees only what their job needs.

Invite someone

Open Team and invite the person by email. They receive an invitation, choose a password, and sign in at your clinic’s Doxtor address.

Choose their role

Each team member has one role. The roles Doxtor provides are:

Role	What it is for
Owner	Full control of the clinic, including billing and security. One per clinic.
Admin	Runs the clinic day to day. Cannot change security settings or remove people.
Manager	Sees patient records and results in full.
Member	Books patients, orders tests and takes samples. Cannot see results or reports.
Billing	Invoices, payment details and the plan. No access to anything clinical.
Viewer	Sees everything in the clinic and changes nothing.

The Member role is for the person at the front desk or taking samples: they can do both jobs, and still cannot read a result.

When someone leaves

Remove them from Team. They lose access straight away. Their name stays on everything they did, so your records stay complete.

Two-factor authentication

Each team member can add a second step to signing in: a code from an authenticator app. It protects your patients’ records even if a password is guessed or reused.

Your clinic’s owner or an admin can require it for everyone. While it is required, anyone without an authenticator sets one up the next time they sign in, and nobody at the clinic can turn theirs off.

Next: placing your first order.