---
title: "Managing Team Members"
description: "Keep your practice running smoothly by managing who has access to your Kindred Practice account. This guide covers how to add, modify, and remove team members and understand their different roles and license types."
url: https://support.kindredpractice.com/en/articles/60-managing-team-members
collection: "Team Management"
updated: 2026-09-21
language: en
---

# Managing Team Members

Keep your practice running smoothly by managing who has access to your Kindred Practice account. This guide covers how to add, modify, and remove team members and understand their different roles and license types.

# **Managing Your Team Members**

**Article Type:** How-To Guide  
**Applies To:** Owners, Admins

Keep your practice running smoothly by managing who has access to your Kindred Practice account. This guide covers how to add, modify, and remove team members and understand their different roles and license types.

## **Accessing Team Member Management**

You can manage your team members in two ways:

1.  **Via Practice Settings:** Navigate to `Practice Settings` > `Team Members`.
    
2.  **Via Dedicated Menu:** Click on the `Team Members` option in the main navigation menu.
    

![](https://staticfiles.gleap.io/ghelparticle/UAfXsiGLMw5obOBqainO0Di8j8NdcahjPxXHGMVG7zjfsPQwbWRpXa0dK5lGQy6OF2iaotJOVbg.png)

## **Adding a New Team Member**

Invite colleagues to collaborate within your Kindred Practice.

**Steps:**

1.  **Navigate** to the Team Member management section (using one of the methods above).
    
2.  **Click** the `Add Team Member` or `Invite Team Member` button.
    
3.  **Enter** the team member's `First Name`, `Last Name`, and `Email Address`.
    
4.  **Select** the `User Role` from the dropdown menu. See **Understanding User Roles** below for details.
    
5.  **Choose License Type (If applicable):**
    
    -   If you select **Owner** or **Therapist** (paid roles), you'll need to choose a license type:
        
        -   **Full License:** Grants full platform access with unlimited sessions. _This incurs a license fee._
            
        -   **Half License:** Grants platform access limited to 20 sessions per billing cycle (or relevant period). _This incurs a reduced license fee._
            
    -   **Admin** and **Supervisor** roles are free and do not require a license type selection.
        
6.  **Click** `Save`.
    

![](https://staticfiles.gleap.io/ghelparticle/Uho78Yqy0wn3sTklZ1NlODIiHpXvahS1Ths8NbZxrzkC0ajapNrSQMGTDAstSwpYuGPwVQ2UuRJ.png)

The team member will receive an email invitation to join your practice.

## **Modifying a Team Member**

You can update a team member's role or license type after they've been added.

**Steps:**

1.  **Navigate** to the Team Member management section.
    
2.  **Find** the team member you wish to modify in the list.
    
3.  **Click** the `Edit` icon (pencil) in the action menu associated with their name.
    
4.  **Adjust** the `User Role` or `License Type` (if applicable) as needed.
    
    -   **Note:** Changing to or between paid roles (Owner/Therapist) or changing their license type (Full/Half) may have billing implications.
        
5.  **Click** `Save`.
    

## **Removing a Team Member**

When a team member leaves your practice, you can remove their access.

**Steps:**

1.  **Navigate** to the Team Member management section.
    
2.  **Find** the team member you wish to remove.
    
3.  **Click** the `Deactivate` button associated with their name.
    
4.  **Confirm** the deactivation. This will deactivate the user, but will not delete them from the system.
    

-   **Important:** Removing a user with a paid license (Owner or Therapist) will free up that license slot for future use and may adjust your next bill accordingly.
    

## **Understanding User Roles**

Each role has specific permissions and access levels:

-   **Owner:** (Paid Role - Full/Half License)
    
    -   Full administrative access, including billing and practice settings.
        
    -   Can manage all other users.
        
    -   Typically the primary account holder.
        
-   **Admin:** (Free Role)
    
    -   Can manage users (add/remove/modify), manage practice settings (excluding billing).
        
    -   Has access to clinical patient information but not clinical notes unless also assigned a clinical role (like Therapist) separately.
        
-   **Therapist:** (Paid Role - Full/Half License)
    
    -   Access to client records, scheduling, notes, and other clinical features.
        
    -   Limited access to practice-wide settings.
        
-   **Supervisor:** (Free Role)
    
    -   Can oversee assigned Therapists' work (e.g., review notes, manage caseloads).
        
    -   Permissions are typically configured based on supervisory relationships.
        

## **Key Takeaways**

-   Easily manage your team's access through `Practice Settings` or the `Team Members` menu.
    
-   Understand the differences between Owner, Admin, Therapist, and Supervisor roles.
    
-   Be mindful of paid licenses (Full/Half) for Owners and Therapists and the associated session limits for Half licenses.
    
-   Removing users frees up paid license slots.
    

**Support:**  
Still have questions about managing your team? Contact [hello@kindredpractice.com](mailto:hello@kindredpractice.com).