# Doc: https://www.hipaatizer.com/docs/team/how-to-add-users-to-your-covered-entity-account

> LLM view for https://www.hipaatizer.com/docs/team/how-to-add-users-to-your-covered-entity-account

This file contains all documentation content in a single document following the llmstxt.org standard.

## How to add users to your Covered Entity account (manage your Team) - HIPAAtizer

# How to Add Users to Your Covered Entity Account

HIPAAtizer allows Covered Entities to invite team members--such as Security Officers, Assistants, or Developers--into their account. This guide walks you through how to invite users, assign roles, manage permissions, and refine access.

:::tip Account Type
This article applies to **Developer** accounts.
:::

> If you are using a free Developer account, please refer to:
> - [How to Invite a Covered Entity](https://www.hipaatizer.com/docs/how-to-activate-the-form-and-make-it-hipaa-compliant/)
> - [Switching to a Covered Entity Account](https://www.hipaatizer.com/docs/switching-your-hipaatizer-account-from-a-developer-account-to-a-covered-entity-account/)

---

## Inviting New Users

1. Go to the **Team** menu in your HIPAAtizer dashboard.
2. Click **Invite User**.
3. Enter the user's **email address** and select a **role** and **location(s)**.

![Invite user](https://www.hipaatizer.com/docs/assets/images/image1-1-ada7bf1e0a48b564b23dad0e8bc38e09.png)
![Team invite screen](https://www.hipaatizer.com/docs/assets/images/image5-50ef5065870b92d38206002911d87b01.png)

---

## Choosing a Role

When inviting a user, select from one of the following roles:

###  Security Officer
- Full access to forms and PHI
- Can create/edit forms
- Can manage access for other team members

###  Assistant
- Can view and receive basic PHI
- Cannot edit forms or manage team access

###  Developer
- Can create and install forms
- **Cannot access PHI**

---

## Sending the Invitation

Once the invitation is sent:

- The user will receive an email from HIPAAtizer prompting them to join your team.
- If they don't have a HIPAAtizer account, they'll be asked to create one first.
- If they already have an account, they can accept the invite and begin switching between accounts using the same email address.

![User invite email](https://www.hipaatizer.com/docs/assets/images/image4-f7495505a3f5c9668748e721e52f2ffd.png)
![Account acceptance](https://www.hipaatizer.com/docs/assets/images/image6-b824a3aeff035bc66479a1bb8d31e778.png)

---

## Re-Inviting a User

If the user missed or lost their invite email, you can resend it via the **Team** dashboard.

📘 See: [How to Re-Invite Users](https://www.hipaatizer.com/docs/re-inviting-users-step-by-step-instructions/)

---

## Managing Existing Users

Once a user joins your team, you can update their:

- **Role** (e.g., switch from Assistant to Security Officer)
- **Locations** (restrict access to specific Locations if applicable)

:::info[Reminder]
By default, new users have access to **all Locations** in your account. To restrict this:
- Go to the **Team** dashboard
- Click **Edit** under the user's entry
- Assign one or more specific Locations

Once restricted, the user will only see forms and submissions tied to those Locations.
:::

![Managing users](https://www.hipaatizer.com/docs/assets/images/image3-1-864893fa6ec31abf4d0fe95e6b6b7594.png)

---

## Refining Role Permissions

You can allow or restrict the ability to **edit or delete form submission data** based on a user's role.

> ⚠️ **Only the account owner** can access and change these permission settings.

To adjust permissions:

1. Go to **My Profile** → **Go to Profile Settings**
2. Open the **Permission Settings** tab
3. Use the checkboxes to control which roles can edit or delete customer data in form submissions

*Changes made here apply to **all users assigned to that role** across your account.*

![Permission settings](https://www.hipaatizer.com/docs/assets/images/image2-bf40e0c73b34a0651ce9343a11c24b6e.png)

---

## Switching Between Accounts

If the user already has a HIPAAtizer account, they'll be able to switch between accounts using the same email.

See: [Switching Between Accounts in HIPAAtizer](https://www.hipaatizer.com/docs/switching-between-accounts-in-hipaatizer/)
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