User vs. Admin vs. Practitioner
User: Can log into Practi and perform day-to-day tasks (e.g., create patient records, send treatment guides).
Admin: Has all the rights of a norma userl, plus:
manage account-level settings, invite or remove other Users/Admins, and control brand assets.
Practitioner: Is not a login account. Instead, these are clinician profiles you add so their names appear correctly on treatment guides and reports.
Adding a User (or Admin)
Go to Settings (top-right corner).
Click Practice settings → Practi Members → Add.
Enter their email and click Invite.
They’ll receive an email to set up their login.
You can toggle their role between User or Admin.
Adding a Practitioner
In Practice settings, scroll to Practitioners → Add.
Type the clinician’s full name and click Add a practitioner.
Their name will now appear on any treatment guides you add them to.