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Inviting My Team, Collaborators, and Partners to a Practice

There are 3 types of roles on a practice:

 

Users: People on my team who can see all providers submitted to the practice. 

 

Collaborator: Add an organization as a collaborator if you want them to see all providers submitted to the practice, not just the providers they manage. You might want represent an M.S.P. (managed service provider) or J.V. (joint venture) as a collaborator.

 

Partner: Partners are organizations that can only view providers they manage, that have submit to the practice. They cannot see providers managed by your organization in the roster, schedule, etc. Partners must be invited to a practice via a "Job post".