Team & Roles
Give everyone at your clinic their own login, with access to only the areas they need.
1. Inviting someone
Clinic owners and trusted partners can invite people.
- Open Settings > Invite users (open Account Settings from your profile menu).
- Enter their email address and choose a role.
- For Staff, Doctor and Therapist, tick the areas they can work in.
Zennor emails an invitation, valid for 7 days. The person opens the link, then either signs in with an existing Zennor account (I have an account) or creates one (Create account) using the invited email address, and accepts the Terms of Service and Privacy Policy. If the invitation expires, send a new one.
2. Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including transferring ownership and inviting a trusted partner. |
| Trusted partner | All clinic operations, payments, payouts, billing and team management. Can't transfer ownership or invite another partner. Only an owner can invite a partner. |
| Staff, Doctor, Therapist | Team members with the work areas you choose. Doctor and Therapist work the same as Staff; the role name is a label for your team. |
3. Work areas for team members
| Work area | Lets them |
|---|---|
| Clinic workspace and patient records | View clients, orders, inquiries and daily operations: Overview, Client Profiles and the team roster. |
| Patient check-in | Scan a patient's Clinic pass to award check-in points. |
| Redeem treatment sessions | Scan a paid treatment or package code to use up a session. |
| Patient broadcasts | Preview audiences, send or schedule broadcasts, and manage campaigns. |
| Treatments and content | Edit treatments, categories, articles and testimonials in App Builder. Prices and public treatment details can change. |
| Clinic support chat | Read and answer patients' messages in Support inbox. |
The left sidebar shows each person only the areas they have access to.
4. Money and billing
Sales & Orders, Subscription, payment settings and payouts are visible only to owners and trusted partners. Only owners and trusted partners can issue refunds.
Team members never see payment credentials or financial reports, whatever work areas they have.
5. Removing someone
On the same Invite users page, owners and partners see current members and pending invitations. Use Remove clinic access to remove a team member, or cancel an invitation that hasn't been accepted. A partner can't remove or manage another partner; only the owner can.