Team & access is where you control who can sign in to your practice and what they can do. Everything on this screen is recorded in the audit log.
Before you start
- You need to be an owner, practice manager or administrator.
- You cannot assign a role higher than your own, or change the role of someone whose role is higher than yours.
Steps
- Open Settings → Team & access, or choose Staff & access from the Practice workspace side menu.
- Review the members list. Each row shows the person's name, email address and current Role. Your own row is marked "you".
- To change a role, pick a new one from the dropdown beside the person's name. The change is saved immediately.
- To add someone, choose Invite member, enter their Email address, choose a Role and choose Create invitation. Maxillo emails the link.
- Review Pending invitations. Each shows the role and the expiry date. Use Copy link to send the link to the person yourself, or Withdraw to cancel it.
- If an invitation has expired, withdraw it and create a new one.
- To check what a role allows before assigning it, see Roles and permissions.
- To see the history of changes, open Audit from the side menu. Staff and role changes are listed under Admin.
What happens next
Role changes apply the next time the person loads a page. Their menu and workspaces update to match.
An invited person receives a link that creates their account and adds them to your practice. They appear in the members list once they have accepted. The Staff and Invitations open figures on the Practice overview update accordingly.
Common problems
- Invitation created but the email didn't send — Maxillo shows this message and keeps the invitation. Use Copy and send the link to the person yourself.
- The person cannot see a patient or a page — check their role. Limited users see records read-only; Performance needs Owner or Practice manager.
- I need to remove someone — there is no remove button on this screen. Change their role to Limited user to reduce their access straight away, and contact the Maxillo team to remove the login.
- Someone needs to be in two practices — each practice invites them separately. They then switch practice from the side menu.