Docs / Getting started

Inviting your team & roles

Roles

	Member	Admin
Work cases (create, upload, submit, decisions)	✅	✅
Prescriber outreach, e-signature, ADR responses	✅	✅
Billing & plan changes	—	✅
Locations & org settings	—	✅
Invite / remove team members	—	✅

The person who created the organization is its first admin.

Inviting someone

Settings → Members → Invite: enter their email and pick the role. They receive an email invitation; accepting it creates their login bound to your organization. Pending invitations are listed on the same tab, where you can also revoke an invite or remove a member.

Notes

Each email address belongs to one organization — an address already active in another AffirmDME org can’t be invited until removed there
Role changes for an existing member are handled by support today — contact us and we’ll switch it
Every action in a case is attributed in the case’s Activity tab, so multi-person teams get a full audit trail for free