Invite users and administrators

Written steps

1. Open Users

   Sign in as a practice administrator. Go to Users and review People with access.

2. Invite with the right role

   Enter the colleague’s exact work email under Invite a colleague. Choose Ordering user for standard account ordering access, or Administrator for managing users, business details, shipping addresses and the agreement.

3. Check acceptance

   Choose Send invitation, then check Invitations for the status and expiry. The link is single-use and expires after seven days. Have the colleague accept with that email, then verify they appear under People with access.

4. Manage existing access

   Use Make administrator, Make ordering user or Remove access for eligible members. Keep at least one administrator. Ask PCSS to configure office-restricted buyers and cross-account managers.