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Step 6 of the setup checklist — “Bring your team on board by inviting staff to your pharmacy.” It completes when a second person exists: you do not count as your own team member.

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Seats are included, and capped

The Staff Members card shows {n} of {limit} seats used. On a pharmacy plan seats are included at no extra cost — nothing is ever billed per person — but the cap is a hard stop. At the limit the invite sheet is blocked behind Staff Limit Reached, and the card explains: “You’ve used all {limit} seats on your plan.” with View plans. See Staff seats.

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Send the invitation

Select Invite Staff. The sheet is titled Add team member and runs through Profile, Specialty, Supervisor, Permissions and Review.
1

Enter their details

First name, Last name and Email. The email is the one they will sign in with, so use a personal work address rather than a shared counter inbox — every action is recorded against the person who did it, and a shared login destroys that.
2

Choose the specialty

Choose roles for {first name} — “Select the specialty and access level for this team member.” The Specialty picker offers Pharmacist, Pharmacy Technician, Cashier, Practice Manager, Medical Biller, Accountant and Employee.The specialty is who they are professionally. The next choices decide what they can do.
3

Pick the role bundle and how much they see

Four bundles cover a pharmacy:Then set how far they can see: Own till (only the sales they rang up), Whole branch (every sale, customer and stock movement here, and they can refund at the counter) or All branches.
4

Record their credentials, if they have any

The supervisor step — Add {name}‘s pharmacy credentials — is where a pharmacist’s registration is recorded, and where you name the Pharmacist-in-Charge who supervises a technician.
5

Tune the permissions

The Permissions step is the per-person layer, grouped the way the pharmacy works:
  • Till — Dispense and sell at the till · Override the selling price · Discount beyond the set limit · Refund or void a sale · Open the cash drawer · Cash up and close the day
  • Stock — Receive deliveries into stock · Adjust stock counts · Transfer stock between branches · Manage suppliers and purchase orders
  • Controlled drugs — Witness a controlled-drug dispense
  • Money — View cost prices and margin · View the net position
  • Oversight — View per-cashier takings
The bundle sets sensible defaults: a Cashier gets only “Dispense and sell at the till” and “Open the cash drawer”. Leave it there unless you have a reason not to.
6

Review and send

The review step shows the seat as Included in your plan. Select Send invitation — it reads Adding… while it works.

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Check it worked

  • The person appears in the staff table with their Name, Email, Specialty and Last active, and a toast confirms they have been added.
  • The seat counter goes up by one.
  • The setup checklist’s team step is done, now that a second person exists.
  • They receive an email invitation and set their own password on first sign-in.

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Getting the permissions right

Any discount at the till — a single line or the whole cart — needs Discount beyond the set limit. It is off for cashiers by default, and that default is the reason the setting exists.
Refund or void a sale is separately grantable, and a cashier does not have it. Amending a completed sale then reads “Needs authorisation — amending a completed sale is reserved for your Pharmacist-in-Charge.” See Returns, voids and amendments.
With the till permissions alone, a person reaches POS and Sales and nothing else. That is expected, not a fault — the sidebar is built from what each person may do.
Witness a controlled-drug dispense belongs to the Dispensing Supervisor, and a Pharmacy Manager gets everything else except it. A countersignature only means something when it comes from a second, qualified person.

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If something goes wrong

Seats are included rather than billed, so the cap blocks rather than charging you. The message offers the next plan up or a +5 staff pack — View plans takes you there. See Staff seats.
The same cap, met when you opened the sheet. Free a seat by deactivating someone who has left, or move up a plan.
That person already has a ClinikEHR account — possibly already on your team. Check the staff table and the pending invitations before sending another.
A failed renewal suspends your seat capacity until the payment method is fixed. Use Fix Payment on the message.
Check the address in the staff table for a typo, and have them look in spam. You can cancel the pending invitation and send it again.
The full reference for roles and per-person permissions is in Staff permissions and Invite staff.