Inviting a New Team Member
Adding someone to your practice starts with an invitation. You choose their role, access level and location up front, and SigmaMD emails them a registration link so they can set up their own account.
Send an invitation
- Open Practice Settings and go to Team.
- On the Team Members screen, click Invite.
- In the Invite Team Member dialog, fill in:
- Email — where the invitation is sent. It must not already belong to another user in your practice.
- Role — what the person does clinically. This drives what they can order and sign. See Understanding Roles and Access Levels, and User Roles for Non-Prescribers if they will not be prescribing.
- Access Level — Admin or Member. Admins can change practice settings and manage the team; members cannot.
- Assigned Location — a single location, or All Locations if they work across the practice. See Setting Up Your Practice Locations.
- Click Invite. You will see Team member invitation sent successfully.
The person now appears in the Team Members list with the status Invite sent. They stay in that state until they open the link and finish setting up their account.
If the email is rejected
- Email is in use, please use a different one. — that address already belongs to a user. If they were previously on your team, look for them in the existing list rather than inviting again.
- Email is invalid, please correct it. — check for a typo before resending.
Resend or revoke an invitation
From the team member's row, you can:
- Resend invite — sends a new invitation with a fresh registration link. Use this if the original expired or never arrived. Full steps are in How to Resend an Invite Link to a Team Member.
- Revoke invite — cancels the invitation. The existing link stops working and the person is removed from the list. Invite them again if this was a mistake.
If they never receive the email
Ask them to check spam and junk folders first, then resend. If it still does not arrive, see Troubleshooting: I Haven't Received My Email Invitation to Join a Practice.
After they join
Role, access level and assigned locations can all be changed later from the team member's profile. See Managing Your Practice's Team in SigmaMD.