Team roles & permissions
Organization admins add team members by role from the Organization page. Each role grants a specific permission scope — pick the one that matches the person's job.
What each role can do
Full clinical access — view and write records, record vitals, prescribe, run AI record queries, manage their own patients and prescriptions.
A clinical team member in their own right — view records and record vitals/observations across the clinic, and triage incoming requests. Their entries are attributed to them (not to a physician). Cannot prescribe, finalize/sign notes, edit or delete records.
Administrative only — patient registration and appointment scheduling. No access to medical records.
Adding a member: on Account → Organization, open Add Member, choose the role, and enter their name and email. Physicians and nurses are clinical members of the organization itself; only assistants are linked to specific physician(s) — pick the one(s) they work for (one assistant can support several physicians). The account is created immediately; the member signs in with that email to access it. Physicians, nurses, and assistants don't need a personal patient account, and a physician doesn't need an existing private practice — the organization can provision the account from scratch.
Adding & managing team members
Add a member by role
On Account → Organization, open Add Member, choose the role (Physician, Nurse, or Assistant), and enter their name and email. Only for an assistant do you pick the physician(s) they work for — one assistant can support several physicians. The account is created right away.
Members don't need a personal patient account, and a physician doesn't need an existing private practice — the member just signs in with the email you used to add them.
How members sign in & work
Members sign in with that email and land in the clinical portal, scoped to their role. Physicians get full clinical access to the clinic's patients. Nurses can view records, record vitals/observations, and triage requests across the clinic — attributed to them. Assistants get the administrative tools — patient registration and the appointment schedule — for the physician(s) they support.
An assistant who supports several physicians works in the context of one physician at a time, so it's always clear whose schedule and patients they're acting on. The clinic's logo also shows in the sidebar, so members always know which organization they're acting for.
Changing or removing access
From the Organization page you can change which physician(s) a nurse or assistant supports, or remove a member entirely. Access ends immediately when you remove them.
Roles are permanent permission scopes — to change what someone can do, remove them and re-add them under the right role.
Security & branding options
Restrict members to your domain (optional). In the Organization settings you can require that every member's email matches your organization's domain (e.g. @yourclinic.com). It's off by default — turn it on for an extra check against adding the wrong address. Either way, a person can only ever sign in if they actually own that inbox.
Upload your logo. Add your organization's logo in the Organization settings (PNG, JPEG, or WebP). It appears in the portal sidebar so every physician, nurse, and assistant always knows which organization they're acting for.
Two-factor & passkeys. Encourage every team member to secure their account. Each person can turn on two-factor authentication, and register a passkey (Face ID, fingerprint, or device PIN) for fast, phishing-resistant sign-in — both from Account → Profile.
Questions? contact@mercurie.ai