Everyone at your practice should have their own HaltH login. You manage who has access, and what they can do, from Settings → Team.
Roles
Owner: full control over the organisation. Only owners can approve join requests, open the Organisation settings and delete a business.
Provider: for a provider's daily operations.
Team Member: for receptionists and other support staff.
1. Check who's already listed
Go to Settings → Team. Providers from your practice software already appear here. If a provider hasn't been invited yet, select Invite in their STATUS column, choose a role and select Send Invite.
2. Add someone new
Select Add team member.
Enter their Email and choose a Role.
Select Send Invite. They'll get an email inviting them to join HaltH and access your organisation dashboard.
If they can't find the email, select Resend next to their name, then Resend Invite.
3. Change a role or remove someone
In the ROLE column, select the person's current role.
Choose Owner, Provider or Team Member. To take away their access, choose Remove from organisation.
One login can be both owner and provider. If you own the practice and also see clients, you don't need two accounts. Find your own row (it's linked to your provider profile and booking link) and set the role to Owner.
Approve join requests
When someone asks to join your organisation, owners see them under Pending join requests at the top of the Team tab. Choose their role, then select Approve. If you don't know them, select Decline.
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