Add your team members
Once your workspace is set up, you can invite your staff.
This guide covers:
How to invite users
Go to Settings → Users.
Click Add user.
Enter their details (First name, Last name, Email).
Assign a role: Choose a practitioner role or another role using the role dropdown.
Select the Locations they work at and the Services they provide.
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.
Join an existing workspace
If your organisation 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 logged in, go to My Account to see your role (e.g., Practitioner, Receptionist). TBC role to be shown on user profile. Your role determines what you can access. Need more detail? See the Roles and Permissions guide.
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