Users & Invitations

The Users tab under Office Settings allows you to manage the people who have access to your medical office and invite new team members.

To access it, go to Settings > Office and select the "Users" tab. Within this tab, there are two sub-sections: Users and Invitations.

---

Users

The Users section shows all team members who currently have access to your office.

Users table

Column	Description
First Name	Team member's first name
Last Name	Team member's last name
Email	Their email address
Role	Their assigned role (Admin or User)
Actions	View info or delete

Viewing user information

Click "View Info" from the actions menu to see a detailed card with the user's profile information, including their email address.

Roles

Galy has two roles:

Role	Description
Admin	Full access to all features, including office settings, user management, and template management.
User	Access to patient management, appointments, and consultations. Limited access to settings.

Removing a user

To remove a team member from your office:

1. Click the actions menu on the user's row.
2. Select "Delete".
3. A confirmation dialog appears. Type "DELETE" to confirm.
4. Click "Delete".

danger

Removing a user revokes their access to the office immediately. This action cannot be undone.

Bulk delete

Select multiple users with checkboxes, then click "Delete selected users" and confirm.

Searching users

Use the search bar to find users by name or email.

---

Invitations

The Invitations section shows pending invitations that haven't been accepted yet.

Switch to the "Invitations" sub-tab to view them.

Invitations table

Column	Description
Email	The invited person's email address
Role	The role they will be assigned (Admin or User)
Status	Current status (Pending)
Actions	Delete the invitation

---

Sending a new invitation

1. Click the "New Invitation" button.
2. A form appears with the following fields:

Field	Description	Required
Email	The email address of the person you want to invite	Yes
Role	The role to assign: Admin or User	Yes

3. Click "Send Invitation".
4. The invited person receives an email with a link to accept the invitation.

Invitation errors

The following errors may appear when sending invitations:

Error	Description
Email already exists	The email is already associated with an existing user in the office
Cannot invite yourself	You can't send an invitation to your own email address
User limit reached	The office has reached its maximum number of users

---

What happens when someone accepts an invitation

When an invited person clicks the link in their email:

1. If they don't have a Galy account:

   • They are taken to a registration page where they complete their profile (first name, last name, password).
   • After completing the form, they are added to your office with the assigned role.

2. If the invitation has expired:

   • They see a message: "Invitation Expired".
   • You'll need to send a new invitation.

---

Deleting an invitation

To cancel a pending invitation:

1. Click the actions menu on the invitation row.
2. Select "Delete".
3. Confirm the deletion.

The invited person will no longer be able to use the invitation link.

Bulk delete invitations

Select multiple invitations with checkboxes, then click "Delete selected invitations" and confirm.

---

Empty states

• No users found — If the search returns no results, a message shows with a "Clear filters" button.
• No invitations found — Shows when there are no pending invitations, with a "Create new invitation" button.