Inviting team members

Practices in myQMS are team workspaces. After you've subscribed, you can invite as many team members as your plan allows.

How invites work

1. Open the workspace switcher (top-left of the sidebar) and choose Members
2. Click Invite member
3. Enter their email address and pick a role
4. Send the invite

Invitees receive an email with a link. When they click it, they're prompted to set up a password (if they don't already have an account) and land directly inside your practice workspace — they don't go through a separate signup or payment flow. The seat is covered by your subscription.

Roles

• Owner — full access including billing and member management. Typically the principal registered agent
• Admin — full access except billing
• Member — can do everyday work but not delete documents or change practice settings

Pick the lowest role that lets the person do their job. You can change roles later from the same Members screen.

What happens if your subscription lapses

If your subscription becomes inactive, invited team members keep their accounts but lose access to the workspace until the practice owner renews. The owner sees a banner across every page reminding them. Other team members see a notice asking them to chase the owner.

Removing a member

Same Members screen — click the row, choose Remove. The removed member loses access immediately. Any documents they authored stay attached to the practice (their name is preserved in the audit trail).