> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/settings/staff/add-your-team-members.md).

# Add your team members

This guide covers:

* [How to invite users](#how-to-invite-users)
* [Join an existing workspace](#join-an-existing-workspace)

***

## How to invite users

1. Go to **Settings** → **Users**.
2. Click **Add user**.

<figure><img src="/files/EgxerWrGrVaqk6zMqkEP" alt=""><figcaption></figcaption></figure>

3. Enter their details (**First name**, **Last name**, **Email**).
4. Assign a role: Choose a practitioner role or another role using the role dropdown.
5. Select the **Locations** they work at and the **Services** they provide.
6. Click **Save** to send the invitation.

<figure><img src="/files/PA6bivZUWDoR3XR9AcIr" alt=""><figcaption></figcaption></figure>

The user will receive an email to create their login. Once completed, their status will update from **Unverified** to **Verified** in the Users table.

**Note:** Only **Practitioner** and **Practitioner Admin** roles count toward billing.<br>

***

## Join an existing workspace

If your organization already uses Caspen, you’ll just need an invitation from your Account Owner or an admin.

#### 1. Accept your invitation

Check your inbox for the invitation link.\
If you can’t find it:

* Check spam/junk
* Ask your IT team to allow emails from @caspen.com

#### 2. Create your login

Click **Accept invitation** and set your password to finish creating your account.

#### 3. Check your assigned role

Once you’re logged in, you can check your role (for example, Practitioner or Receptionist) in **My account**.

1. In Caspen, click your name in the bottom-left corner.
2. Click **My account**.

<figure><img src="/files/vBZmqMpnLOZ3C7xfNJpP" alt="" width="361"><figcaption></figcaption></figure>

\
3\. You can then view your role in your profile.

Your role determines what you can access.\
Need more detail? See the [Roles and Permissions](/using-caspen/settings/staff/manage-user-roles-and-permissions.md) guide.<br>


---

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