Team and roles

An organization is the workspace your team shares: its notes, results, credits, and BAA. Each person in it has one role, which decides what they can do.

Roles

Role	Who it's for
Owner	Everything, including the BAA and deleting the organization.
Admin	Manages the team and settings, and sees all results.
Member	Analyzes notes and sees their own results.
Billing	Buys credits. Never sees notes or results.

The following table lists what each role can do:

Action	Owner	Admin	Member	Billing
Analyze notes and run batches	Yes	Yes	Yes	No
See results	All	All	Their own, or all if shared	No
See the credit balance	Yes	Yes	Yes	Yes
Buy credits, manage cards and invoices	Yes	No	No	Yes
Invite and remove people, change roles	Yes	Yes	No	No
Change organization settings	Yes	Yes	No	No
Create and revoke API keys	Yes	Yes	No	No
Sign the BAA	Yes	No	No	No
See the audit log	Yes	No	No	No
Delete the organization	Yes	No	No	No

The app shows each person only what their role allows. For example, billing users don't see Analyze a note or Results in the sidebar, and only owners see Audit log.

Owners

An organization can have several owners, and it must keep at least one. Only an owner can make someone else an owner. Admins can't change an owner's role or remove an owner. To step down as the last owner, first make someone else an owner.

Invite people

To invite people, you need the owner or admin role.

In the sidebar, click Team.
Click Invite a teammate.
Enter the person's Email and choose a Role. The dialog describes the role you choose.
Click Send invitation.

The person gets an email with a link that's valid for 7 days. The email and the app show your email address as the person who invited them. To join, they create an account or sign in with the email address that you invited, check who invited them, and click Accept invitation. If they sign in with a different address, the app says the invitation was sent to a different email address. Someone who didn't expect the invitation can decline it or create their own workspace instead.

Until the person joins, the invitation is listed under Pending invitations with the date it expires. To cancel an invitation, click Revoke.

An organization can send up to 50 invitations a day, and each person up to 20 a day.

Change a role or remove someone

To change roles or remove people, you need the owner or admin role.

To change a role: on the Team page, choose the new role in the person's row. The person gets an email about the change.
To remove someone: click the remove button in the person's row, and then click Remove. The person loses access to the organization right away.

The results that a removed person ran stay in the organization.

Who sees which results

Owners and admins see every result in the organization, including results from API keys and from batches.

Members see only the results they ran, unless an owner or admin shares all results with them:

In the sidebar, click Settings.
In the Organization section, select Members can see all results.
Click Save changes.

When the setting is on, members can open every result, but they can still delete only the results they ran. Billing users never see notes or results.

Every time someone opens, exports, or deletes a result, the audit log records it. For more information, see Security and patient data.

Belong to more than one organization

You can belong to several organizations with the same account, for example if you code for more than one practice. Your role can be different in each. When you belong to more than one, the top bar shows a list of your organizations: to switch, choose another one. The balance, results, and settings that you see are those of the selected organization.