Anyone on your team who works in Taiga can be invited to your clinic's workspace, with access that fits their job.
Invite a teammate
Open the workspace switcher in the top-left corner of the dashboard.
Choose Manage members.
Enter your teammate's work email address and choose a role. Member gives full access to claims, payments, and reports. Front desk gives access to appointments, patient records, eligibility checks, copay collection, paper remit uploads, and support tickets only.
Send the invite.
They'll receive an email with a link to create their account. Once they accept, they'll see the parts of the clinic's data their role allows. You can change someone's role later from the same screen.
Remove a teammate
From the same Manage members screen, find the person in the member list and remove them. Their access ends immediately.