---
title: " Add Members to the Business Plan"
url: "https://learn.smilecloud.com/en/article/add-members-to-the-business-plan"
language: "en"
last_updated: "2025-10-10T13:13:51.691Z"
---

#  Add Members to the Business Plan

Scale, Manage and Control your Team

The **Smilecloud Business Plan** allows you to centralize all your patients, cases, and team members in a single, shared workspace. It’s the ideal setup for clinics with multiple doctors or collaborators.

### 🚀 Why It Matters

With a business account:

-   All team members create and manage cases **within the same clinic workspace**.
-   **You, as the account owner, retain full control** over all cases and data.
-   If a team member leaves, you can remove them instantly, and their cases remain part of **your clinic account.**

This ensures continuity, ownership, and security for your digital workflows.

### 👥 Add Team Members

-   Go to **My Account → Plan & Billing**
-   Click **Add & Manage Members**

![](https://cdn-assets.productfruits.com/39750a39-5e98-4f9f-97a9-2f442109eb41)

**Buy Seats** 

![](https://cdn-assets.productfruits.com/16d5ed2c-d745-4337-9ff1-d7279de59af0)

-   Enter your colleague’s **email address** and send the invitation
-   Your teammate will receive an email with a registration link. After entering their email and setting a password, they’ll be ready to join your workspace.

> You can add members at any time — scale your clinic as your team grows.

![](https://cdn-assets.productfruits.com/46e81a38-7371-4888-bae3-7221d8816425)

### 🔐 Set Permissions

You can define who sees what with two access levels:

-   **All Case Access**: The member sees all cases created in the clinic and can join any case without an invitation
-   **Restricted Access**: The member sees only the cases they create, and can only access others if invited

> This gives you control over privacy and case visibility across departments or roles.

![](https://cdn-assets.productfruits.com/213b84f0-c32e-4ed6-8821-544110d059ef)

### 🗑️ Remove Team Members

When someone leaves your clinic, you can remove them from the account under **Plan & Billing**.

You’ll have two options:

-   **Keep as Collaborator**: If they switch to a personal subscription, they’ll retain access to the cases they contributed to
-   **Remove Completely**: The user will be removed from all cases and lose all access

![](https://cdn-assets.productfruits.com/4e3a380f-a61d-470a-9aed-3b3b6de57e97)

When a member is removed, the seat becomes available. You can:

-   Assign a new team member to that seat
-   Or **remove the seat** to reduce your subscription cost from the next billing cycle

> 🔔 *For annual subscriptions, the seat will remain active for the rest of the prepaid term.*

With the Business Plan, you're not just managing cases — you're building a structured, secure, and scalable digital practice.