Add your team members

Once your workspace is set up, you can invite your staff.

This guide covers:

• How to invite users

• Join an existing workspace

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How to invite users

1. Go to Settings → Users.

2. Click Add user.

1. Enter their details (First name, Last name, Email).

2. Assign a role: Choose a practitioner role or another role using the role dropdown.

3. Select the Locations they work at and the Services they provide.

4. Click Save to send the invitation.

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.

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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.

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 guide.