Managing Your Team

Team management lets clinic owners and admins control who can access Thrive Clinical for their organization — by adding existing Thrive users to your clinic, assigning them roles, and removing roles when someone leaves or changes responsibilities.

Where to Find Team Management

Click your profile or the settings menu in the top navigation
Select Clinic Settings
Click Users in the left sidebar

ℹ️ Note: Only clinic owners and admins can view or modify the user list. Other team members cannot see this page.

Before You Add Someone

The person you want to add must already have a Thrive account. Ask them to sign up at https://clinical.thrive.health first, using the same email you'll use when adding them. Once their account exists, you can add them to your clinic. A built-in invitation flow is coming in a future release.

Viewing Your Team

The Users page lists everyone in your clinic. For each person, you'll see:

Column	What it shows
Email	The email tied to their Thrive account
Role	The role(s) they hold in your clinic. A person can have more than one role
Actions	A button to remove a role from this person

Roles

Clinics have three roles. A user can have one role, multiple roles, or eventually no roles (which removes their access to your clinic).

Role	Typical Permissions
Owner	Full access to manage other team members, clinic settings, templates, and the entire clinic workspace. Owners cannot be removed via the Users page
Admin	Manage team members, clinic settings, templates, and all encounters
Staff	Day-to-day clinical and clerical work — manage patients, complete encounters, assign forms, triage referrals

Role Comparison at a Glance

Use this table to choose the right role when adding someone to your clinic.

What they can do	Owner	Admin	Staff
Add or remove team members	✅	✅
Edit clinic settings (e.g. name, logo, collection notice)	✅	✅
Create and edit summary templates, forms, and automations	✅	✅
Manage patients and encounters	✅	✅	✅
Assign forms	✅	✅	✅
Manage referrals (upload, review, accept)*	✅	✅	✅
View the Organization Activity Log	✅

*Only available if the Referrals module is enabled for your clinic. Contact Thrive support if you'd like it turned on.

Quick guide for picking a role

Owner — the person ultimately responsible for the clinic account. Most clinics have one or two. Owners can do everything an Admin can, plus delete the clinic, and can only be removed by Thrive support.
Admin — practice managers, office leads, or anyone you trust to manage team members, settings, and templates.
Staff — clinicians and clerical team members doing day-to-day patient work. They cannot change clinic settings, manage other users, or edit templates.

Custom permission setups can be arranged. Contact your Thrive customer success contact for anything outside the three roles above.

Adding a Team Member

From the Users page, click Add Member
Enter the person's email address (must match the email on their Thrive account)
Select one or more roles to assign
Click Submit to add them, or Submit and add another to add multiple people in a row

The person receives an email confirming they've been added to your clinic. Their access is immediate — the next time they sign in, they'll see your organization.

If the email doesn't match an existing Thrive account, you'll get an error. Ask them to sign up first, then try again.

Changing Someone's Role

There's no separate "edit role" action. To change someone's role:

Add the new role — use Add Member with the same email and the new role
Remove the old role — click the trash icon next to the previous role in their row and confirm

Each person can hold any combination of roles, so it's safe to add a new role before removing the old one.

Removing a Role (or All Access)

To revoke a single role:

Find the team member's row on the Users page
Click the trash icon next to the role you want to remove
Confirm the removal

To revoke a person's access to the clinic entirely, remove every role they hold. Once they have no roles, they no longer have access to your organization.

⚠️ Important: Removing your own roles can lock you out. The confirmation modal warns you if you're about to remove a role from yourself.

ℹ️ Note: The Owner role can't be removed through the Users page — it protects your clinic from being accidentally orphaned. Contact Thrive support if you need to transfer ownership.

What Stays After You Remove Someone

Removing a person's roles only affects their access going forward. Past work is preserved:

Records they created — encounters, forms they submitted on patients' behalf, notes they wrote — stay in your clinic, attributed to their name
Audit history — the Organization Activity Log continues to show their past actions

Multi-Clinic (Enterprise) Organizations

If your clinic is part of a parent enterprise organization, an enterprise admin can manage members across all child clinics from a single page. See Managing Your Enterprise for the full breakdown of enterprise roles, or contact Thrive support to enable enterprise admin for your network.

Troubleshooting

Problem	Solution
"User does not exist" when adding	The email must match an existing Thrive account. Ask the person to sign up first
Can't remove a role	Owner roles can only be changed by Thrive support. Confirm you have admin permissions otherwise
Need a permission setup that doesn't fit Owner/Admin/Staff	Contact Thrive support — custom permission arrangements are possible

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