Invite a teammate to the portal

Invite a colleague — receptionist, practice manager, dentist, anyone — to log in to the portal at this practice. Each teammate has their own login and a role at the practice.

What you'll need

• An admin account at this practice (only admins can invite users).
• The teammate's email address.
• A role for them: Admin or User (a standard user).

Steps

1. Go to Setup → Users.
2. Click Invite User in the top-right.
3. Enter their Email.
4. Pick the Role:
   • Admin — Full access to all features including user management and integrations.
   • User — Can manage bookings, availability, profile, and billing. No access to user management or integrations. The dialog shows the role description as you select it.
5. Click Send Invite.

The teammate appears in the user list with a Pending badge until they accept. They'll receive an email with an invitation link.

What the teammate does

1. They click the link in the invitation email.
2. If they don't have a Fixed Price Dental account yet, they set a name and password.
3. If they already have an account, they sign in and the invitation is automatically attached.
4. They land in the portal with access to your practice.

Tips & things to watch for

• The role dropdown defaults to User (not Admin) — change if you specifically want them to have admin access.
• Invites are tied to the email address. If they accept with a different account, the invite won't link them to the practice — re-invite the right email.
• If the teammate doesn't get the email, check their spam folder. Pending invites can also be resent or cancelled — see Resend or cancel a pending invitation.
• Each invite is for this practice only. If you have multiple practices, send a separate invite for each.

Related articles

• Resend or cancel a pending invitation
• Change a teammate's role
• Remove a teammate's access
• Admin vs standard user — what each can do