---
title: Team Management
description: Learn how to manage users, roles, and permissions in Canvas EHR to support secure and organized team workflows.
---

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2. [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us)
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# Team Management

## A tutorial showing how to manage users, roles, and team permissions in Canvas EHR to maintain efficient, secure clinic operations.

<https://www.loom.com/share/a45d2c4062cc43408648481899e757a7>

[Team Management - Watch Video](https://www.loom.com/share/a45d2c4062cc43408648481899e757a7)

<https://www.loom.com/share/a45d2c4062cc43408648481899e757a7>[![](https://cdn.loom.com/sessions/thumbnails/a45d2c4062cc43408648481899e757a7-full-1625594287984.jpg#t=0.1)](https://www.loom.com/share/a45d2c4062cc43408648481899e757a7)

### Purpose of this Video

This video walks administrative staff and clinic managers through the **Team Management** features in Canvas EHR. It explains how to create and manage user accounts, assign roles, and configure permissions to ensure that every team member has the right level of access for their job responsibilities. Proper team management improves workflow efficiency, accountability, and data security across your practice.

---

### What You’ll Learn

- How to navigate to the **Team Management** or **User Settings** area in Canvas EHR
- Adding new team members and setting up user profiles
- Assigning roles (e.g., Nurse Practitioner, Medical Assistant, Administrator) and defining access levels
- Editing or deactivating existing accounts when team members change roles or leave
- Setting permissions for charting, messaging, scheduling, and billing functions
- Best practices for maintaining security and ensuring proper audit trails

---

### Key Takeaways

- Proper team management ensures that every user in Canvas EHR has appropriate access and accountability.
- Role-based permissions protect patient data and streamline daily workflows.
- Keeping your user list up-to-date supports security compliance and smooth handoffs between staff.
- Clearly defined roles prevent confusion and reduce the risk of errors or duplicate work.
- Regular audits of user access help maintain data integrity and meet HIPAA and organizational standards.

- [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#main-content)

    - [Getting Started](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#getting-started)
    - [Canvas EHR Basics](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#canvas-ehr-basics)
    - [Scheduling & Appointments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#scheduling-appointments)
    - [Billing & Payments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#billing-payments)
    - [Clinical Documentation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#clinical-documentation)
    - [Patient Communication & Portal](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-communication-portal)
    - [Patient Records & Management](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-records-management)
    - [Automation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#automation)
    - [System Tools, Utilities, Configurations](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#system-tools-utilities-configurations)
    - [Working with Teams](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#working-with-teams)

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