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This tab is where everyone who works in your lab gets an account, a role and an answer to the question that matters most on a bench: may this person authorise a result, or does someone else have to?

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What this tab controls

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Seats are included, up to your plan’s cap

Nothing here is ever billed per seat. Your plan includes a number of staff accounts, and inside that number an extra colleague costs nothing — the invite wizard’s review step says Included in your plan rather than a price. What the cap does is stop you. At the limit the tab reads “You’ve used all {n} seats on your plan.” with a View plans button, and the next invite is refused until you move up. Every account counts; there is no free role.
The clinical edition works the opposite way — there, clinicians are charged per seat and some administrative roles are free. If a colleague running a clinic warns you that inviting a technician will cost money, that is their edition, not yours.

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Invite someone

1

Select Invite Staff

The Add team member sheet opens on 1 Profile.
2

Enter their details

First name, Last name and Email — “They’ll use this email to sign in to ClinikEHR”.
3

Choose a role on 2 Specialty

Under Administrative roles, pick one of the four laboratory roles, then an access tier:The tiers are Own bench (only the samples on the bench they work), Whole lab (every sample, result and patient at this site) and All sites (every collection site and bench, plus pricing, referrer accounts and lab-wide reports).
4

Answer the supervision question on 3 Supervisor

“Do {name}‘s results need verifying before release?” A technician may run the sample and enter the reading, but a qualified verifier has to authorise the result before it can be reported — and is the only one who may amend it afterwards. Name that verifier here. You can also record a licence under Set Professional Credential.
5

Review the permissions on 4 Permissions

The switches arrive pre-set from the role. An Accessioning Clerk, for instance, gets accession and reject and nothing else — no result entry and no verification.
6

Send it from 5 Review

Check the summary, then Send invitation. They get an email with a temporary password and must reset it on first sign-in.

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The permissions you can grant

Open Actions → Permissions on any row to change these later. The three under Results are the ones to think hardest about. Enter results at the bench records a reading; Verify and authorise results is the clinical authority step that makes it reportable; Amend a verified result issues a corrected report after the fact. Keeping entry and verification in different pairs of hands is the point of the supervision question in step 3.

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What changes once you save

Saving the permissions sheet is what starts enforcing it. Until someone has been saved there they are unrestricted — no permission check applies to them at all. The sheet says so: Saving starts enforcing, “…from then on {name} can only do what is switched on here.” Enforcement is opt-in, person by person. After that, on their next sign-in:
  • The bench changes shape. Without Verify and authorise results, a technician can enter a reading but the authorise action is not offered — the result waits for someone who holds it.
  • A verified result can only be corrected by a holder of Amend a verified result. Everyone else sees it as final.
  • Accession and reject are separate grants, so a clerk can book a sample in without being able to reject one.
  • Analyser configuration and the referrer portal each need their own permission, and a report reaches a referring clinic only through Release a report to a referrer.
  • The access tier decides what they can see at all — someone on Own bench sees their own bench’s work and nothing else.
  • A refused act is recorded, so you can see who tried what.
Removing someone takes their access away immediately. It does not unpick results they verified.

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Check it worked

The new person appears in Staff Members, and their invitation clears from Pending Invitations once accepted. Ask a technician to open a result they entered: they should be able to save the reading and should not be offered the authorise action.

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Common issues

Only the owner can invite. If you are the owner and it still refuses, you are at your seat cap — select View plans, or see Seats.
They have never been saved on the permissions sheet, so nothing is enforced for them. Open Actions → Permissions and select Save and start enforcing.
“Nobody on the team is qualified to verify results yet. Invite a lab scientist or pathologist first, then come back and name them here.”
Check Pending Invitations for the address and its Expires date. Cancel and resend if the address was wrong; ask them to check spam if it was right.
Use Actions → Reset two-factor, or Grant emergency access for a time-boxed window. Both need your own two-factor on, and both are recorded. See Two-factor authentication.
Open their permissions sheet and select Unrestrict…. They return to unrestricted, exactly as before they were first saved.