This article is for organisation admins. Clinicians looking to manage their personal account settings should see the Account settings reference.
Permissions and roles
You set both when you edit a member in Settings → Organisation → Manage.
Permission: what someone can do
Permission | What they can do |
Member | Run consults, dictate, use their own notes, history and personal templates, and use the organisation's shared templates and settings. Members can view the organisation's member list but can't change it. |
Admin | Everything a Member can do, plus invite and remove members, change a member's permission or role, share templates to the organisation, set organisation preferences, and manage billing and licences. |
An organisation can have more than one Admin.
Role: a label for who someone is
A role describes the person's job in your organisation. Choose the one that fits best. These roles are labels only, so choosing one doesn't give the person extra access or take any away. Access is controlled by their permission. Secretary is the exception and is covered separately below.
Role | What they can do |
Clinician | Anyone who sees patients and runs consults. This is the default role. |
Practice Manager | Whoever manages the day-to-day running of the practice. |
Clinic Owner | The owner of the clinic. |
Receptionist | Front desk and reception staff. |
Registrar | Doctors in a registrar training program. |
Other | Anyone who doesn't fit the other roles, for example someone in training or in your IT team. |
ℹ️ Good to know
Changing someone's role doesn't change their permission. For example, a Practice Manager is only an Admin if you've also set their permission to Admin.
Secretary: a role that changes how Lyrebird works
Secretary is the one role that does change what someone can do. It turns on Type Pool, where they review and edit notes assigned to them.
Secretaries can't run consults or use Document Sorter.
Typist can't see Type Pool? Set their role to Secretary, and check that Enable Type Pool is turned on in Settings → Organisation → Preferences.
How can I add a new user to my organisation?
Go to Settings → Organisation → Manage
Click Invite Members
Enter the user's email address and select their role (Admin, Member)
Click Send Invite
Invitations expire after 7 days. To resend an expired invitation, go to Users → find the pending invite → click Resend.
How to Join an Organisation? (once you've been invited)
The user will receive an email invitation with a link to join your organisation. If they already have a Lyrebird account, they'll be added automatically upon accepting. If they're new to Lyrebird, they'll be prompted to create an account first.
Changing a user's role
Go to Settings → Organisation → Manage
Find the user and click Edit
Select the new role from the dropdown
Click Save
Changes take effect immediately.
Removing a user from the organisation
Go to Settings → Organisation → Manage
Find the user and click Edit
Click on Remove member
Confirm the removal
What happens to their data:
The user loses access to your organisation immediately, however they still have access to their notes/documents till the retention period that is set in their preferences
If their subscription was paid for by the organisation, it would automatically get cancelled and the organisation would be credited for the un-used time.
If the user had a Lyrebird account which was self billed, their account and data will remain unaffected.
Can I have my clinicians on one invoice?
How can I set up organisation billing?
Go to Settings → Organisation → click ‘Billing’
Click ‘Add payment method’
Select which users will be paid for:
Select 'full-time' and 'part-time' users, and choose if you want to pay for that user by changing the blue toggle.
In this example, I would be paying for two part-time users. If your organisation is eligible for a discount, it will be automatically be applied based on the information for your organisation.
Add your billing information, and apply any additional discount code if applicable.
Viewing active users
Go to Settings → Organisation → Manage to see a list of all active users in your team, their roles, if they have an active licence, and when they last signed in.