Add and manage your team members in Caspen.
Staff settings let you invite new users, group them by team, and manage access permissions.
Add your team members – Invite staff, set up their profile details, and choose what they can access.
Create user groups – Organize staff into groups such as Admin, Reception, Practitioners, or Contractors.
Manage user roles and permissions – Control access to areas like clients, calendar, billing, notes, forms, and reports.
Last updated 5 months ago
