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

# 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, multi-clinic doctors get the right role at each clinic.

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

<Steps>
  <Step title="Open Settings → Staff Management">Click **Invite staff**.</Step>
  <Step title="Enter details">The person's email, role and (if you have permission templates configured) the template to apply.</Step>
  <Step title="Send the invite">If they have an OdontoX account already, the membership is added immediately. If they do not, they receive an invitation email.</Step>
  <Step title="They sign in">Their permissions match your plan's default set on first load — no day-one cleanup.</Step>
  <Step title="Override per user if needed">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.</Step>
</Steps>

## 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.

## Need help?

If anything is unclear, write to [support@odontox.io](mailto:support@odontox.io) or open a ticket from **Settings → Support**.