Teams

For multi-seat users

• Managing Seats and Permissions

  Managing Active SeatsFrom Settings → Team, you can:View all active team membersSee each member's roleRemove a team member (their cases are retained)Resend pending invitationsSeat LimitsThe Teams plan includes a set number of seats. If you need to add more ...

• Inviting Practitioners to Your Team

  The Teams plan allows multiple practitioners to work within the same PraxPilot workspace.To Invite a Team Member:Go to Settings → Team.Click Invite Practitioner.Enter the practitioner's email address.Assign a role (Owner or Practitioner).Click Send Invite ...