How to add a practitioner to a practice
Open Clients in the navigation bar.
Find the practice you want in the client list.
Click the user icon (person with a plus sign) on the right next to the practice.
Enter the practitioner's Title, First Name and Last Name in the form.
Click Create user — the practitioner is added to the practice.
Note: The user icon is only visible for practices whose invitation is still pending or has not yet been accepted.
Important: Additional practitioners only receive a login once the practice has activated its account and invited team members by email under Settings → Team.
The user icon is no longer visible — what should I do?
If no user icon appears next to a practice, the practice has already accepted the invitation (status: Active). In this case, the lab can no longer add another practitioner directly.
The practice must add the practitioner themselves through their own settings.
Tip: Point the practice to the article Add a team member. It explains step by step how the practice can create a new user itself.
FAQs
How do I create a new practice first?
You create a new client using the Create Practice button in the client list. See Create clients and invite them to Crownbeam.
Can a practitioner be created without their own login?
A practitioner can be created without their own login. When you add a practitioner as a lab using the user icon, they don't have their own login at first. They only receive one once the practice has activated its account and invited them by email under Settings → Team.