Documentation Index
Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Team Access allows you to invite team members to help manage your billing while controlling what they can see and do.Accessing Team Settings
Navigate to Settings > Team Access.User Roles
IntelAGENT supports role-based access control:| Role | Permissions |
|---|---|
| Owner | Full access to all features and settings |
| Admin | Manage claims, patients, and reports; cannot manage billing or team |
| Billing | Create and submit claims; view reports |
| Viewer | Read-only access to claims and reports |
Inviting Team Members
Managing Invitations
View pending invitations and:- Resend invitation email
- Cancel invitation
- Modify role before acceptance
Facility-Based Access
Restrict team members to specific facilities:- When inviting or editing a user
- Under Facility Access, select specific facilities
- User can only see claims and patients for those facilities
Leave facility access blank to grant access to all facilities.
Modifying Team Members
To change a team member’s access:- Find them in the team list
- Click Edit
- Update role or facility access
- Save changes
Removing Team Members
- Find the team member
- Click Remove
- Confirm removal
Activity Logging
Track team activity:- See who created or modified claims
- View login history
- Audit trail for compliance
Best Practices
- Principle of least privilege - Grant only the access needed
- Regular reviews - Periodically audit team access
- Facility restrictions - Use for multi-location practices
- Remove promptly - Revoke access when team members leave