Managing your team

Your team in Rebrief is organized around your clinic: everyone who works there signs in with an account tied to that clinic, and what they can see and do depends on their role and how they joined.

How clinic access works

Every account in Rebrief belongs to a specific clinic. Patient records, appointments, notes, and other clinic data are only visible to accounts that belong to that clinic — this is what keeps one clinic's information separate from another's.

How people join your clinic

Teammates become part of your clinic in one of two ways:

• Onboarding — for the account that originally sets up the clinic in Rebrief.
• Invitation — for teammates who join afterward.

Either way, a new teammate is added with one of two levels of access:

• Team member — the standard level for clinic staff.
• Clinic admin — an elevated level that also unlocks organization-level settings (see below).

Note: If a teammate can see clinic information but a change doesn't seem to save, their account setup may not have fully completed. Signing out and back in usually resolves this automatically.

Organization settings

If you're a clinic admin, you have access to a page labeled Admin Settings, with the heading Organization settings. Anyone without admin access is redirected away from it.

Today, this page includes:

• Clinic ownership — a note that changing who owns the clinic account is handled directly by Rebrief's team rather than as a self-service option here. Contact support if the account owner needs to change.

Tip: Controls for organizations that manage multiple clinic locations are planned for this page but aren't available yet.