Set up the build · Step 4 of 11

Build your team

Invite the people who will work the build, give each one a role, and set the rules that give every new practice an owner. Then watch who is carrying what. These are the app’s own screens on a sample plan, so it all works, and nothing leaves this page.

1Invite and give rolesOwners also manage the team, members work the pipeline, and viewers see everything and change nothing.
2Set assignment rulesThe first rule a practice matches gives it an owner, and people on a rule take turns. 12 new practices are waiting here.
3Balance the workSee what each person owns and what's slipping. Hand off everything someone owns from the Team screen, or a few at a time from Providers.

Team

Everyone with access to this build, and who's been invited.

Members

Pending invites

No pending invites.

Invite someone

Set up the build · Step 4 of 11

Back Step 5: Dashboards

Build your team

1Invite and give rolesOwners also manage the team, members work the pipeline, and viewers see everything and change nothing.
2Set assignment rulesThe first rule a practice matches gives it an owner, and people on a rule take turns. 12 new practices are waiting here.
3Balance the workSee what each person owns and what's slipping. Hand off everything someone owns from the Team screen, or a few at a time from Providers.