Team is the access-control view for your practice. Invite new members, change roles, remove people who've left. For practitioner profiles (bio, photo, services, availability), see Practitioners.
Roles
Stillpoint has four roles, each with different access:
- Owner. Full access to everything including billing and team management. Every practice has exactly one owner. The role can't be changed or removed.
- Admin. Manages appointments, clients, settings, and most practice operations. Admins can invite and manage team members (except the owner).
- Scheduler. Views the calendar, creates and manages bookings, and accesses client contact info. Schedulers don't see clinical notes, billing, or practice settings.
- Practitioner. Sees their own schedule and writes clinical notes. Which clients they can open is set by their client access (below).
Client access
Owners and admins choose, for each practitioner, which clients they can see:
- Own clients. Clients who have an appointment with them, past or upcoming, in any status, or a clinical note they wrote. New practitioners start here.
- All clients. Every client in the practice.
On the clients they can see, a practitioner can open the client's chart, appointments, intake forms and documents, and read the clinical notes that each note's privacy allows (see Clinical Notes). Anyone else doesn't appear in their client list, search or pickers, and opening one by link shows "not found".
To change it, open the practitioner on the Practitioners page and choose under Role. Owners and admins always see every client. Schedulers can book any client but can't open clinical records. Every change is recorded in your practice's audit log, and so is every attempt to open a client outside someone's access.
Invite a member
- On the Team page, click Invite Member.
- Enter first name, last name, and email.
- Pick a role: Admin, Practitioner, or Scheduler.
- Click Send Invite.
The invitee gets an email with a link to join. Once they accept, they appear in the team list as Active. See Invite a Team Member for the post-acceptance setup.
Edit a team member
Click any team member to open their detail panel:
- Change role (between Admin, Practitioner, and Scheduler; the owner role can't be reassigned).
- Set client access for a practitioner: Own clients or All clients.
- Set note privacy for a practitioner: the default for the notes they write. You can see who they share all their notes with and take someone off that list; only the practitioner can add someone. Their discipline is under Credentials.
- View status (active, pending invite, no email).
- Edit full profile to jump to their practitioner profile for services, availability, and contact details.
Remove a team member
- Click the member to open their detail panel.
- Click Remove from team.
- Confirm.
Removed members lose access immediately. Their historical records (appointments, notes, invoices) are preserved.
Restrictions
- The owner role can't be changed or removed.
- You can't change your own role or remove yourself.
- Only owners and admins can invite or remove team members.
Tips
- Start practitioners with the Practitioner role and upgrade only if they need broader access.
- Use Scheduler for front-desk staff who book appointments but shouldn't see clinical data.
- Review the team list periodically and remove members who've left.