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Team Management

SOPHIE provides a visual organizational chart to manage your practice team, assign roles, set manager relationships, and track team structure.

Viewing your team​

Navigate to Team in the sidebar to see your organizational hierarchy. The team view displays:

  • User cards showing name, role, and status
  • Department grouping (Admin, Clinical, Front Office, etc.)
  • Manager/report relationships with visual hierarchy
  • Out-of-office indicators for team members who are away
  • Delegation status for users delegating or receiving delegated work
  • Direct reports count for managers
  • Crew assignments for cross-functional teams

Adding team members​

  1. Click Add Member from the Team page or go to Settings > People.
  2. Enter the team member's email and full name.
  3. Assign a role (e.g., Dental Hygienist, Office Manager).
  4. Set their manager in the organizational hierarchy.
  5. Optionally assign to a department and crew.

The team member receives an email invitation. Once they accept, they can sign in and begin using SOPHIE.

Editing team members​

Click on any team member card to edit:

  • Name and contact information
  • Role assignment
  • Manager relationship
  • Department placement
  • Out-of-office and delegation settings

Searching and filtering​

Use the search bar to find team members by name. Filter by department, role, or status to narrow the view.

Crews​

Crews are cross-functional groups that span departments. Use crews to organize team members for special projects, committees, or rotating responsibilities. Manage crews from Settings > Departments or directly from the Team view.