Workspace & team settings
Invite your team, adjust workspace settings, branding and plan, and set up your specialist profile.
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Articles in Workspace & team settings
- How do I invite people to my workspace? Only an admin can invite someone, from Settings > Members, and every invite gets one of two roles — admin or member. Right after joining, a new teammate can often see the workspace but not open any patient or exam yet: an admin still has to finish granting them the workspace's encryption keys. 2 min read Required role: Admin
- Where do I manage workspace and account settings? Settings has six tabs: Workspace, Security, Members, Personal data, AI Agent, and Appearance. Each covers a different slice of configuration — this page is a map to the six, with links to where each is covered in depth. 2 min read
- How do I set up my specialist profile? Your specialist profile lives under Settings > Personal data: your name, professional registration (like a CRM number), and specialty. Uploading proof of your specialty and signing your professional credential are two steps on diagnos's security-level ladder for specialist accounts. 1 min read
- How do I change my workspace's name, branding, and plan? Settings > Workspace shows your workspace's name, logo, and an overview of your plan and usage on one screen. Editing the name or logo isn't available from this screen yet — it currently only displays them. Changing your plan or a usage limit is a separate flow, linked from this page. 1 min read
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