> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kashfy.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Members

> Invite and manage staff who can access your clinic's Kashfy dashboard

Kashfy supports multiple team members per clinic so your staff can collaborate on appointment management, patient follow-ups, and dashboard administration — each with appropriate access based on their role.

## Inviting a team member

Navigate to **Dashboard → Settings → Team** and click **Invite Member**:

<Steps>
  <Step title="Enter their email address">
    Type the email address of the person you want to invite. They'll receive an invitation link via email.
  </Step>

  <Step title="Assign a role">
    Select the role that matches their responsibilities. See [Roles & Permissions](/team/roles) for a breakdown of what each role can do.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Send invitation">
    Click **Send Invite**. The invited person receives an email with a link to create their account and join your clinic.
  </Step>
</Steps>

<Info>
  Team members do not need a separate Kashfy account before being invited — the invitation creates their account automatically.
</Info>

## 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:

1. Go to **Dashboard → Settings → Team**
2. Find the member in the list
3. Click **Remove**

They will immediately lose access to the dashboard. Their past actions (appointments created, notes added) remain in the system.

## 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.

<Warning>
  Ownership transfer is not currently supported through the dashboard. Contact [support@kashfy.site](mailto:support@kashfy.site) if you need to transfer clinic ownership.
</Warning>

<CardGroup cols={2}>
  <Card title="Roles & Permissions" icon="shield" href="/team/roles">
    Understand what each role can and cannot access.
  </Card>

  <Card title="Settings" icon="settings" href="/settings/clinic">
    Manage other clinic settings.
  </Card>
</CardGroup>
