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Step 7 of the setup checklist — “Bring your team on board by inviting staff to your lab.” The step completes only when a second person exists; as the owner you do not count as your own team.

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Send the invitation

1

Open the staff list

Go to Settings › Staff & Teams (“Manage practitioners and roles”). The Staff Members card carries the Invite Staff button and shows {used} of {limit} seats used.
2

Enter their details

Select Invite Staff. The sheet is titled Add team member and runs through five steps — Profile, Specialty, Supervisor, Permissions, Review. The first is Set up a profile — “Enter the basic details for the new team member.” Fill in First name, Last name and Email, then Continue.
3

Choose their role and access

Choose roles for {FirstName} — “Select the specialty and access level for this team member.” Pick the Specialty and the access tier. Both matter: the role decides which screens exist for them, the tier decides how much of the lab they can see.
4

Say who verifies their results

On the supervisor step — Add {name}‘s laboratory credentials — answer Do {name}‘s results need verifying before release? If yes, name a Verifying scientist (“Search for a lab director or verifying scientist…”). See the section below before you answer.
5

Set what they may do

On Permissions, grant the individual acts this person performs. Leave everything ungranted and they keep their role’s defaults — enforcement is opt-in, not a wall you must build first.
6

Send it

Review, then select Send invitation (the button reads Adding…). The toast confirms {FirstName} has been added to your clinic and they appear in the staff list.

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Roles a lab can assign

The specialty list is Owner, Practice Manager, Lab Scientist, Radiologist, Radiology Technician, Phlebotomist, Doctor, Receptionist, Medical Biller, Accountant and Employee. Roles also limit which pages open at all. A Lab Scientist reaches the lab station, test requests, inventory and patients, but not Executive, Lab Analytics or Referral Commissions. A Radiologist sees imaging only. A Phlebotomist sees test requests, lab intake and patients. A Receptionist sees appointments, patients, test requests, imaging requests and billing. Four administrative roles bundle a job rather than a screen: The QC Officer is review-only by design: quality inspects work rather than altering results.

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Access tiers

Individual acts can be granted on top: accession an incoming specimen, reject an unsuitable specimen, enter results at the bench, verify and authorise results, amend a verified result, review QC runs, configure analysers and interfaces, view turnaround-time analytics, access the referrer portal, and release a report to a referrer. See Permissions.

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Supervision — the question that matters most

Do {name}‘s results need verifying before release? decides whether this person can sign work out. As the screen explains: a technician may run the sample and enter the reading, but the Lab Director — or another scientist qualified to verify — has to authorise the result before it can be reported, and is the only one who may amend it afterwards. Verifiers can be lab scientists, doctors, radiologists or the owner. If nobody qualifies yet you will see “Nobody on the team is qualified to verify results yet. Invite a lab scientist or pathologist first, then come back and name them here.” Invite the senior person first and the rest of the bench afterwards.

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Seats

Seats are included up to your plan’s cap and nothing is billed per head. At the cap the invite is refused with You’ve used all {limit} seats on your plan., Upgrade to {NextTier} to add more team members. and a View plans button; inside the sheet the same state shows Staff Limit Reached. See Staff seats.

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Check it worked

  • The person is listed under Staff Members and the seat count has moved.
  • They can sign in and see the screens their role allows.
  • The floating Setup checklist ticks Invite a team member.

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If something goes wrong

Check the address on the staff list, then their spam folder. You can cancel a pending invite from Pending Invitations and send it again.
That is the role, not a fault — role decides which pages exist. Change the specialty, or grant the specific act under permissions. See Roles.
They have “enter results at the bench” without “verify and authorise results”, which is what supervision looks like when it is working. See Enter and verify results.
Invite one first. The supervisor step says so directly, and a technician invited without a verifier has nobody who can sign their work out.
Every account counts on Diagnostics — there are no free roles. Upgrade, or remove a staff member who has left. See Staff seats.