Adding and Removing Team Members

Overview

PXME allows you to add team members so that everyone in your practice can access the tools, campaigns, and communication channels they need. Each team member will receive their own login credentials and can be assigned different permissions depending on their role.

This article walks you through how to add and remove team members in your PXME account.

Adding a Team Member

• Go to Settings → Team Management in your PXME account.

• Click Add Team Member.

• Enter the required details:

  • Full name

  • Email address

  • Role or permission level (Admin, User, Read-Only, etc.)

• Assign permissions:

  • Admins: Full access to all PXME features, settings, and billing.

  • Users: Access to campaigns, communication, and daily workflows.

  • Restricted Users: Limited access for staff who only need specific features.

• Click Save.

✅ The new team member will receive an email invitation to log in and create their password.

Removing a Team Member

• Go to Settings → Team Management.

• Locate the team member you want to remove.

• Click the 3 dots (options menu) next to their name.

• Select Delete / Remove User.

• Confirm the removal.

✅ Once removed, the team member will no longer have access to PXME.

Best Practices

• Always assign the lowest level of permissions needed for security.

• Remove access promptly if a staff member leaves your practice.

• Update permissions as roles change (e.g., promoting a staff member to Admin).

Next Steps

• If adding multiple team members, you can also use the Team Member Submission Form available from the left-hand menu of your PXME dashboard.

• Each added team member will also gain access to PXME’s Training Library to complete onboarding.