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  1. Open Settings › Users and select Invite user.
  2. Enter the person’s email and name, and choose their role. See Roles.
  3. For someone who sees patients, link them to a practitioner record, or create a new one.
  4. Select Send invite.
The person gets an email. Until they accept it, the invitation shows as pending, and you can revoke it.

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Accept an invitation

Open the invitation email and select the link. Enter your name and a password, agree to the terms, and set up two-step verification if Bilby asks. See Set up two-step verification. If you already have a Bilby account, sign in instead.

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Change a user’s role

In Settings › Users, choose the new role beside the person’s name. You can’t change the owner’s role, or the last admin’s. A practitioner sees no appointments or patients until their account is linked. In Settings › Users, open the person’s More actions menu and select Link.

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Other changes to a user

From the person’s More actions menu you can also change their name, remove them or transfer ownership.
  • Remove takes away their access straight away. A linked practitioner record is kept.
  • Transfer ownership makes another admin the owner. Only the owner can delete the practice.