Team Management
Invite staff members to your Tesa Cloud organisation and manage their access permissions.
User Roles
Primary User (Surgeon)
- Full access to all features
- Can invite team members
- Manages organisation settings
- Controls permissions for sub-users
Sub-User (Team Member)
- Access based on granted permissions
- Cannot invite other users
- Cannot modify organisation settings
- Can perform assigned tasks
Inviting Team Members
Go to Team Settings
Navigate to Settings > Team Management
Click Invite User
Click the Invite button
Enter Email
Provide the team member’s email address
Set Permissions
Select the permissions to grant
Send Invitation
Click Send to email the invitation
Permissions
Control what team members can access:
| Permission | Description |
|---|
| View Patients | See patient records |
| Create Patients | Add new patients |
| View Cases | Access procedure history |
| Contribute to Cases | Add notes, images |
| View Reports | See generated reports |
| Send Reports | Email reports to patients |
| Survey Settings | Configure surveys |
| Survey Questions | Edit survey questions |
| Run Reports | Generate analytics |
| Export Reports | Download data |
| Procedure Settings | Manage templates |
| Report Settings | Configure report preferences |
Managing Permissions
Go to Team Settings
Navigate to Settings > Team Management
Select User
Click on the team member’s name
Edit Permissions
Check or uncheck permissions
Save Changes
Click Save to apply
Invitation Status
Track pending invitations:
| Status | Description |
|---|
| Pending | Invitation sent, not accepted |
| Accepted | User has created account |
| Expired | Invitation link expired |
Removing Team Members
Go to Team Settings
Navigate to Settings > Team Management
Select User
Click on the team member
Click Remove
Select Remove from Organisation
Confirm
Confirm the removal
Removing a team member revokes their access immediately. Any work in progress should be saved first.
