Add a User and Grant Access

Two separate things decide what someone can do: their role says what kind of work they can perform, and their client access says which practices they can perform it on. Both are needed.

Invite and Assign

In the sidebar, select Users.
Select Invite User.
Enter their full name and work email.
Under User Roles, assign at least one role. ClaimPod requires one, and a user can hold more than one. Administrator is offered only to a Superadmin.
Optional: Under Clients, choose the clients they work. You can also grant clients later, from the client’s page or through a group.
Select Send Invite. The account appears in the list as Invited.
Optional: In the new account’s row menu, select Groups. User Groups opens.
Optional: Under Add to Group, pick each group they should join.
Optional: Select Save. They hold the group’s roles and can open its clients.

Result: an email with a link to set their password goes to them. Until they use it, the account shows Invited and cannot sign in. If the link expires, the email never arrived, or ClaimPod says it could not send it, choose Resend Invitation from their row.

Why Two Grants, Not One

Role and client access are separate, so a User with no client sees a no-client-access notice and reaches nothing - the account looks correctly set up and is not. The same separation is why whoever configures ClaimPod usually holds Administrator and User together: an Administrator cannot see patient data at all. Roles and Access explains the model; a group bundles roles and clients for a team so a new joiner inherits both.