Inviting a team member
Navigate to Dashboard → Settings → Team and click Invite Member:1
Enter their email address
Type the email address of the person you want to invite. They’ll receive an invitation link via email.
2
Assign a role
Select the role that matches their responsibilities. See Roles & Permissions for a breakdown of what each role can do.
3
Assign to a branch (optional)
If you have multiple branches and this staff member works at a specific location, assign them to that branch. Branch-assigned members see only the appointments and data for their location.
4
Send invitation
Click Send Invite. The invited person receives an email with a link to create their account and join your clinic.
Team members do not need a separate Kashfy account before being invited — the invitation creates their account automatically.
Managing existing members
From Dashboard → Settings → Team, you can see all current members and their roles. For each member you can:- Change their role — promote or restrict access
- Change their branch assignment — reassign to a different location
- Remove them — revoke their access to the clinic
Pending invitations
If an invited member has not yet accepted, they appear as Pending in the team list. You can resend or cancel pending invitations from the same screen.Removing a member
To remove a team member’s access:- Go to Dashboard → Settings → Team
- Find the member in the list
- Click Remove
Clinic owner
The clinic Owner is the account that created the clinic. The owner has full access to all settings, billing, and team management. There can only be one owner per clinic.Roles & Permissions
Understand what each role can and cannot access.
Settings
Manage other clinic settings.