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