Team management

Lemma supports multiple users per organization with role-based access. Visit the Users page to manage your team.

​

User roles

Each team member has banking permissions that control what they can do with money, and an optional practice permission that grants access to billing and clinical workflow features. More granular controls, like requiring approval on specific transactions, can be configured using approval rules.

​

Banking permissions

Every member has one of these banking roles:

​

Practice permissions

In addition to their banking role, a member can have the Billing Team practice permission enabled or disabled. When enabled, the member can:

• Read all Lockbox mail and edit notes
• See health data imported from your EHR
• Approve EOBs and ERAs
• Upload EOBs directly

Owners can toggle practice access for any member from the Users page. Practice access is independent of the banking role.

​

Inviting a team member

An owner can invite new team members with the following steps.

1. Select Invite user from your settings page.
2. Enter the person’s email address
3. They’ll receive an email with a link to join your organization

Pending invitations are listed on the Users page until the recipient accepts.

​

Removing a team member

Owners can remove members from the Users page. Select the member and choose Remove. Their access is revoked immediately, they will no longer be able to view any data for your organization.