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Managing Your Team

Add the providers and staff at your practice as team members so they can sign in and work in Coral. You manage everyone from Practice Settings → Team Management.

Roles​

When you invite someone, you assign a Practice Role:

  • Owner — full access, including practice configuration
  • Admin — administrative access
  • Dentist — a rendering provider
  • Staff — front-office and support access

Invite a team member​

Step 1 — Open Team Management​

From the navigation menu, go to Team Management. The table lists your current members with their name, NPI, license, email, and role.

The Team Management list with the Invite Team Member button

Step 2 — Start an invite​

Click Invite Team Member.

The Invite Team Member button

Step 3 — Enter their details​

Only Email and Practice Role are required — anything you leave blank (name, NPI, license) is collected when the person first signs in. If you have them handy, you can also fill in:

  • First Name and Last Name
  • NPI
  • License ID and License State

The invite form with the Email and Role fields

Step 4 — Send the invite​

Click Invite User. Coral emails the person an invitation to set up their account.

The Invite User button

Manage existing members​

From the Team Management list you can:

  • Edit — update a member's details or role
  • Reset 2FA — clear a member's two-factor setup so they can re-enroll (for example, if they lost their device)

The Edit and Reset 2FA actions on a team member

tip

A provider's NPI and license are used on the claims they render, so keep them accurate for anyone who bills.