Only admins can invite new members.
How email invitations work
When you invite someone by email, PlanMyRounds sends them a link to set up their account. Once they accept, they’re added to your organisation with the role you picked.Send an email invitation
1
Open Members
Go to Settings in the sidebar, then select the Members tab.
2
Start an invite
Select Invite Member.
3
Add the email
Enter the person’s email address.
4
Pick a role
Choose Member or Admin. See Roles and permissions if you’re not sure which to pick.
5
Send
Select Send Invite. The invitation appears in the pending invitations list below the active members table.
If the invitation email didn’t arrive
Email delivery can sometimes be delayed by a few minutes — or filtered into spam.1
Open the pending invite
Find the invitation in the pending invitations list under Members.
2
Resend or copy the link
Select Resend Invite from the action menu. You can also copy the invite link manually and share it through another channel — WhatsApp, Slack, SMS, whatever works.
Invite via a shared link
If you’re onboarding a large group at once — a new intake, a department migration — it can be faster to share a single organisation invite link anyone can use to join.1
Open Invite Links
In the Members tab, scroll to the Organization Invite Links section.
2
Create the link
Select Create Invite Link.
3
Share it
Copy the link and share it with your team.
Members who join via an organisation invite link are given the Member role by default. To grant Admin access, either invite them individually or change their role after they join.
What happens after they join
New members appear in the Members table and can sign in immediately. To let a new doctor see their own shifts and submit their own leave, link their member account to a doctor profile.Next steps
Update a doctor's profile
Set their department, seniority, and scheduling preferences.
Roles and permissions
Refresher on what each role can and can’t do.