---
title: Workspace Settings | Nextvisit
description: Configure your practice information, workspace details, and team members.
url: "http://localhost:3000/help/workspace-settings"
type: static
generatedAt: "2026-09-04T06:57:02.711Z"
---

Workspace and billing
# Workspace Settings

Configure your practice information, workspace details, and team members.
        Published May 12, 2025  ·  Updated August 29, 2026
## Practice information

This information appears on your PDF exports.

**Practice Legal Name:** The official name of your practice or facility as it appears on your professional documents.

**Address:** Your practice’s full or partial address.

The first page of an encounter PDF lists **Provider** (the documenting clinician), **Date**, **Patient Name**, and **Date of Birth** when the chart has a date of birth.

Every page prints the patient name at the top. With a date of birth on the chart, that line is the patient name, a middle dot, and `DOB MM/DD/YYYY`.

A signed note prints `Electronically signed by [clinician] on [date and time]`.

## Workspace configuration

**Workspace Name:** A short, descriptive name such as your practice name, a provider’s name, a location, or a department.

**Members:** Open **Settings → Workspace → Members**. The heading is **Clinic Members**.

**Add Clinic User** adds a person with name, email, and a role (**Provider** or **Staff**). Confirm with **Add member**.

On **Clinic Members**:

 - **Archive** (another active member) opens **Archive Clinic Member**: “Archive this person to revoke clinic access while keeping their notes and records. You can restore them later.” Confirm **Archive**. The row stays with an **Archived** badge. Notes stay attributed to them.
 - **Restore** (an **Archived** row) opens **Restore Clinic Member**: “Restore this person to the clinic as staff? They will regain access immediately.” Confirm **Restore**. They return as **Staff**.
 - **Remove** (another active member) opens **Remove Clinic Member**: “Are you sure you would like to remove this person from the clinic?” Confirm **Remove**.
 - **Leave** (your own active row) opens **Leave Clinic**: “Are you sure you would like to leave this clinic?” Confirm **Leave**.

An archived person who signs in sees: `Your account has been archived. Please contact your administrator for access.`

**Billing note:** Users with the “Provider” role are billable, and billing is prorated when added. Only assign this role to users who will actively document patient encounters. Archiving a **Provider** drops that billable seat. Archived members are left out of the team user count.
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Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.
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