Account & team

Three Settings panels cover the people who log in and the practice entity itself.

My Profile — your personal account

Settings → My Profile. Your individual account record:

• First Name · Last Name
• E-mail — the address you sign in with
• Phone
• New Password / Retype New Password — leave blank to keep your current password

Press Save changes to commit, Cancel to discard.

You can also reach this page via the user avatar dropdown → Profile in the top bar.

Logins & Permissions — your staff

Settings → Logins & Permissions. The User List table:

Column	Used for
Name	Who they are
Locations	Which clinics they can act under (icons)
Status	Active / Pending / Disabled
Admin	Toggle — admin access vs limited access
Actions	Edit / Disable / Delete

Adding a user one-at-a-time

Press Add (top right). A drawer opens asking for:

• First Name · Last Name
• Email — the invitation is sent here
• User Role — dropdown
• Locations — multi-select for which clinics this user can act under

Press Create. The new user receives a welcome email and shows in the list immediately. They'll show as Pending until they accept the invite.

Different from the bulk-invite step in the onboarding wizard: this is the post-launch way to add people one at a time. Use this for any new hire.

Company — the top-level legal entity

Settings → Company. This is the business record, separate from each clinic's Location.

Two blocks:

Company Details

• Company Name — your legal trading entity
• ABN — Australian Business Number

Contact Person

The primary admin SmilePass contacts about subscription, billing or escalations.

• First Name · Last Name
• E-mail
• Phone Number

This person typically isn't the same as every staff user — they're the one who owns the SmilePass relationship.

How the three relate

Think of it as three concentric circles:

• Company = the legal entity (one)
• Locations = the clinics it operates (one or many)
• Logins & Permissions = the people who log in (many, each scoped to one or more locations)

Set Company and Locations once at setup. Maintain Logins & Permissions as your team grows.