Inviting Staff — Plan-Aware, Cross-Clinic, Doctor-Safe
Inviting a staff member is now a two-minute job — they sign in with the right permissions for your plan, multi-clinic doctors get the right role at each clinic, and existing OdontoX accounts are picked up automatically. Three changes that remove three old day-one frustrations.What’s new
- Plan-based defaults on first sign-in. A doctor invited to a Pro+ clinic arrives with full Pro+ permissions on day one — inventory management, DICOM, IPD, insurance billing, advanced AI. A doctor invited to a Pro clinic arrives with the focused Pro set. Receptionists arrive with the inventory-write and signature-management defaults that match the plan.
- Admins now have a full permission tree. You can grant or restrict any individual permission for an admin user, the same way you would for a doctor or a receptionist.
- A per-role permission floor for doctors. Plan-granted core clinical permissions (procedures, medications, prescriptions) cannot be revoked by a template or a per-user override. A misconfigured template can no longer lock a doctor out of writing a prescription.
- Per-clinic role on multi-clinic accounts. A user who is admin at clinic A and doctor at clinic B sees doctor permissions and the admin-only settings hidden at clinic B.
- Cross-clinic invite for existing accounts. If the person you are inviting already has an OdontoX account at another clinic, OdontoX adds a new clinic membership to their existing account instead of throwing “email already exists”. They pick the right clinic from the clinic switcher after signing in.
How to use it
- Open Settings → Staff Management. Click Invite staff.
- Enter the person’s email, role and (if you have permission templates configured) the template to apply.
- Send the invite. If they have an OdontoX account already, the membership is added immediately. If they do not, they receive an invitation email.
- They sign in. Their permissions match your plan’s default set on first load — no day-one cleanup.
- To override specific permissions, open the staff record and use the per-user permission tab. Greyed-out checks are part of the doctor floor and cannot be turned off.
What changed since the last revision
- Plan-based defaults arrive on first sign-in, not the next day.
- Admins have a full permission tree instead of a blanket flag.
- The doctor permission floor protects core clinical access.
- Multi-clinic users see the right role per clinic.
- Cross-clinic invites for existing accounts now work.