Organizations and members

An organization is the workspace. Members are the people who can manage that workspace.

Roles

Role	What they can do
Owner	Everything. There is only one owner. Can transfer ownership and delete the organization.
Admin	Manage facilities, members, integrations, API keys, forms, concept sets, and doctors.
Member	Work inside allowed facilities. Can create and edit working resources like forms and doctor profiles.
Viewer	Read-only access inside allowed facilities.

Facility access

Facility access answers this question:

Which facilities can this member see?

There are two modes:

Mode	Meaning
ALL	The member can access every facility in the organization.
RESTRICTED	The member can access only selected facilities. If none are selected, they see no facilities.

Owners and admins behave like ALL. They are not limited by the restricted list.

Example

Imagine one organization with three facilities:

• Madrid clinic
• Barcelona clinic
• Valencia clinic

You can set:

Member	Role	Facility scope	Result
Ana	Owner	ALL	Can manage everything
Luis	Admin	ALL	Can manage everything except ownership
Marta	Member	RESTRICTED: Madrid	Can work only in Madrid
Sofia	Viewer	RESTRICTED: Barcelona	Can only read Barcelona

Important rules

• You cannot invite someone as OWNER.
• Ownership changes use ownership transfer.
• A member cannot change or remove their own membership from admin actions.
• Personal organizations are created automatically for users and are not managed like team organizations.

Member vs doctor profile

This is easy to confuse.

Thing	What it means
Member	A human who can open the platform.
Doctor profile	The doctor identity used when creating consultations.

A doctor can also be a member, but they do not have to be. For example, an API integration can create doctor profiles without giving every doctor platform access.