Learn how to set up your personal and practice settings.
By Ian and 2 others3 authors37 articles
Video overview of Colleagues, Teams, and Job Roles
Invite a colleague
Updating a user's handle used to mention them in a message
Controlling user permissions
What user permissions are given to a new user?
Can I resend a user invitation?
How do I remove an archived colleague as an option for assignments
What happens when someone leaves the company?
Remove a colleague
Managing the replacement of a team member
Restore a Colleague
Edit your own, or a colleague's details
How can I see if a colleague is online?
Can I invite a user with a different email domain?