Following the Clinic director walkthroughExit

Inviting your team

The Team page of the Settings screen is where you invite colleagues into your clinic, manage who has access and keep an eye on the invitations you've sent.

The Team page showing current and invited team members

Finding the Team page

From your dashboard, click Settings in the top navigation bar, then choose Team from the list on the left. Only clinic owners and admins have a Team tab.

Choosing a role

When you invite someone, you choose the role they'll have in your clinic. The role controls what they can see and do, so it's worth picking the right one before you send the invitation.

Clinician runs therapy sessions and looks after their own clients.
Admin looks after the clinic's logistics, like clients, scheduling and invitations, but doesn't run therapy sessions.

You can invite people as a clinician or an admin. Every clinic has a single owner, the person who created it, so ownership isn't something you assign from here.

Sending an invitation

In the Invite team member form at the bottom of the Team page, enter your colleague's email address, choose their role, and click Send invitation.

Sending an invitation from the Team page

Pluto emails your colleague an invitation with a secure link to join your clinic. When they accept, they'll create their account and set up their profile. You can see exactly what that looks like from their side in Creating a Pluto account.

Tracking invitations

Invitations you've sent that haven't been accepted yet appear in the Pending invitations section, showing the email address, the role you chose, and the date you sent it.

A pending invitation, with the option to revoke it

If you need to cancel an invitation, click Revoke next to it and the link in that invitation will stop working. If you try to invite someone who already has a pending invitation, Pluto will let you know, so revoke the original first if you want to start again.

Removing a team member

As the clinic owner, you can "archive" a team member to remove them from your team. Find them in the Team members list, click the bin icon next to their name, and confirm.

Click the bin to remove a team member

Admins can invite colleagues and manage invitations, but only the clinic owner can remove existing members.

Click confirm at the prompt

Removing a clinician will set their clients to "unassigned" and reset their clients' rooms. You will need to confirm at the prompt to continue.

To prevent loss of any valuable clinical information, make sure the clinician has retained any records they wish to keep for their clinical notes before archiving.

Removing a team member, available to the clinic owner

Related guides

Creating a Pluto account (what your colleague sees when they join)
Managing your account