Organizations
Choose a help page in this topic.
- Organization overviewUse an organization workspace and its available management destinations.
- Organization StaffAdd, invite, review, and remove organization Staff.
- Organization ClientsManage organization Clients when your role provides that authority.
- Organization profile propertiesDesign optional profile properties for assigned clients and understand who can read and edit their values.
- Manage organization invitationsInvite Staff or Clients, select the correct Client target, and manage invitation links and decisions.
- Organization rolesUnderstand how organization roles affect workspace and management access.
- Shared devicesRegister an organization shared device, recover its registration, and prevent future Magic key sign-ins.
- Client Magic keysCreate, use, and revoke client sign-in keys for registered organization devices.
- Organization Packages and LicensesReview or manage organization Packages, Licenses, storage, and AI allowance.
- Personal Licenses from an organizationConfigure and understand personal Package benefits linked to Staff or Client status.
- Care-record retention holdsPlace or release an organization Client's care-record hold during account deletion.