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Intro to Teams

How to manage your team's users including those from outside organizations

Updated yesterday

You can add teammates from within your organization and outside collaborators, all while maintaining HIPAA compliance and patient information security.

These are the different roles available on Dock:

  • (Account) Owners: This role can create and own Patient and Task Lists. Owners oversee all permissions and access within your organization.

  • Members: Members are people within your workspace (teammates or collaborators) who can work at the workflow and task levels. They have access to any List they’re invited to and can complete assigned tasks, as well as comment, tag and update statuses.

  • Guests: Typically, guests are people from outside your organization whom you invite to specific Lists. They only have access to information related to their

    assigned Tasks, Workflows, Patients, and People on that List.

Visit here for instructions on how to remove a member.

Dock pro tip: Hover over the name of team members to quickly see a pop-up card with detailed information about them, including their role.

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