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Users

Requires User management permission.

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Invite staff

1. Open Users.
2. Choose Invite (or Add).
3. Enter email, assign a role, and send.
4. The person receives an email — see Accept an invite.

Pending invitations show status. You can resend or cancel invites that have not been accepted. Resend emails a new invitation link and invalidates the previous one.

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Manage members

Use search on the users list (name, email, or employee id) — closer matches appear first. Long lists use Load more (not numbered pages). From the users list you can:

• Change role (when allowed — you cannot assign a role with more permissions than your own)
• Deactivate access for people who left
• See last activity indicators your workspace exposes

The workspace owner cannot have their role changed or their membership deactivated from this screen. If another admin changed the same member or invite while you were editing, ClinZero asks you to reload or overwrite before your save applies.

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Tips

• Roles control which sidebar modules appear — configure them under Roles and access.
• When inviting or changing someone’s role, you can only choose roles whose permissions are within your own access (the workspace owner can assign any role).
• Subscription / seat limits (if any) are managed under Workspace settings, not the patient Billing module.