Team Management
Manage practitioners, roles, permissions, and practitioner profiles for your clinic.
MealCraft supports multi-practitioner clinics with role-based access control, individual practitioner profiles, and branding control.
Team management is available on all plans. The number of team members depends on your plan: Free (1), Starter (2), Pro (5), Clinic (5+).
Roles
Each team member has a diet role that determines their permissions:
| Role | Org role | Access |
|---|---|---|
| Owner | Owner | Full access — billing, settings, all clients, team management |
| Lead Dietitian | Admin | All clients, templates, recipes, reports. Can manage team (except billing). |
| Dietitian | Member | Own clients only, create meal plans, use templates and recipes |
| Intern / Trainee | Member | View clients, draft meal plans. Cannot publish or delete. |
| Receptionist | Member | View client list (names only), manage appointments. No clinical data. |
Inviting team members
Go to Settings → Team
Click Invite Member.
Enter email and role
Enter the team member's email address and select their diet role.
They receive an invitation
The invitation email includes a link to accept. Links expire after 7 days. You can resend from the team list.
They accept and join
Once accepted, they appear as active in your team list with their assigned role.
Practitioner profiles
Each clinical team member (owner, lead dietitian, dietitian, intern) has their own professional profile. This is separate from the clinic profile.
| Field | Description |
|---|---|
| Title | Dr., Dt., Mr., Ms., Prof. |
| Display name | Override for how their name appears |
| Credentials | RD, CDE, CNSC, MSc Nutrition, etc. |
| License number | Professional registration number |
| Specializations | Individual areas of expertise |
| Bio | Personal about section shown to clients |
| Signature | Individual signature image for PDFs |
| Contact | Direct phone and email (visibility controlled by admin) |
Practitioners edit their own profile from Settings → Practice Profile → Your Profile. Admins can edit any team member's profile from Settings → Team → Edit Profile.
Practitioner profiles are auto-created when a team member first accesses the practice profile page. They start empty and can be filled in gradually.
Permission overrides
On the Clinic plan, admins can override individual permissions for any team member. This allows fine-grained control beyond the role presets.
For example, you could give a dietitian access to view all clients (normally restricted to their own) or allow an intern to create recipes.
Override permissions from Settings → Team → [member] → Edit Permissions.
Suspension and removal
| Action | What happens |
|---|---|
| Suspend | Temporarily disables access. Client data preserved. Can unsuspend anytime. |
| Remove | Soft-deletes the membership. Audit trail preserved. Can re-invite later. |
| Transfer ownership | Transfers the owner role to another active member. You become Lead Dietitian. |
| Leave team | Non-owners can leave voluntarily. Owners must transfer first. |
How branding works with teams
See Settings → Branding Mode for how your team's identity appears on PDFs, the client portal, and emails.