Overview
The Privacy Control Center (often referred to as the team page) allows you to view and manage all team members who have access to a patient's health information. This includes the patient themselves, family members, caregivers, healthcare practitioners, and other authorized individuals. Team members can collaborate on medical records, view health information, and participate in care coordination based on their assigned role and permissions.
Accessing the Privacy Control Center
1. Navigate to the main application and select a patient from your patient list
2. Desktop — Click Privacy Control Center (Lock icon) in the right sidebar. Mobile — Open the menu (hamburger or menu icon) and tap Privacy Control Center .
3. Breadcrumb : The page shows the patient's Privacy Control Center
Team Member Roles and Permissions
Patient Role
• Display Name : Patient
• Access Level : Full control
• Permissions :
• View and manage their own health information
• Share access with others
• Can modify all team members
• Full access to all medical records and topics
• Cannot be removed by other users
• Notes :
• The patient record can exist without inviting the patient to join. This can be used to manage things for a child or an adult who isn't ready to use the product (including those who are very sick).
Viewer Role (Member)
• Display Name : Viewer
• Access Level : Limited viewing
• Permissions :
• View health information for active topics only
• View care team members (except info about other viewers)
• Can only modify their own profile
• Cannot invite new team members
• Can chat about shared content
• Cannot see patient demographic details or address
Manager Role
• Display Name : Manager
• Access Level : Administrative access
• Permissions :
• View and update health information
• Manage team members and share access with others
• Access to all topics and medical records
• Can invite new team members (except practitioners)
• Can modify managers and viewers (but not practitioners)
Practitioner Role
• Display Name : Practitioner
• Access Level : Full administrative access
• Permissions :
• Full administrative access to all patient data
• Manage all patient data and records
• Manage care team roles for all member types
• Share access with others
• Can invite both practitioners and other team members
• Can view practitioner email addresses
• Can modify all team member types
Privacy Control Center Layout
The page has two main sections:
1. Privacy Control Center Section
• Description : Explains that your full Triangle patient profile can be shared with those who help manage your health, and that each access level has different permissions.
• Patient card : Always appears at the top (e.g. with distinct styling). Shows patient information including demographics and addresses. Contains action buttons for editing patient details.
• Team members list : Displays all team members below the patient card—member name, role, relationship, and status. Members are sorted by role priority: Practitioner → Manager → Viewer. Invited members show "Pending" status until they accept.
• Action buttons :
• Add Team Member : Available to Managers and Practitioners when the feature is enabled (controlled by the `invite-team-members` feature flag). If you don't see this button, the feature may be disabled for your account.
• Invite Practitioner : Available only to Practitioners
• More Options (⋯): Available for each team member with appropriate permissions
2. Trust Center Section
• Trust Center : Triangle's Trust Center for security and compliance information (HIPAA, etc.).
• Privacy Policy : Triangle Privacy Policy.
Step-by-Step Guide: Adding Team Members
For Managers and Practitioners - Adding Regular Team Members
1. Click "Add Team Member" button
• Located at the top of the team members section
• Only visible if you have Manager or Practitioner role
2. Fill out the invitation form
• Enter the person's email address
• Select their role (Viewer or Manager)
• Choose their relationship to the patient (e.g., "Spouse", "Child", "Caregiver")
3. Send the invitation
• Click "Send Invitation"
• The person will receive an email invitation
• They'll appear in your team list as "Pending" until they accept
• Invitations can be revoked before the user accepts
4. Follow up on pending invitations
• Check the team list for pending members
• Resend invitations if needed
• Remove invitations that are no longer needed
For Practitioners Only - Adding Other Practitioners
1. Click "Invite Practitioner" button
• Only visible to users with Practitioner role
• Located next to the "Add Team Member" button
2. Enter practitioner details
• Provide the practitioner's email address
• Specify their relationship to the patient (e.g., "Primary Care Physician", "Specialist")
3. Send the invitation
• The invited practitioner will receive an email
• They'll have full practitioner access once they accept
Managing Existing Team Members
Editing Team Member Information
1. Find the team member in the list
2. Click the "More Options" (⋯) menu next to their name
3. Select "Edit" from the dropdown
4. Update their information :
• Change their role (if you have permission)
• Update their relationship to the patient
• Modify any other editable fields
5. Save changes
Removing Team Members
1. Click the "More Options" (⋯) menu next to the member's name
2. Select "Remove" from the dropdown
3. Confirm the removal in the dialog that appears
4. The member will immediately lose access to the patient's information
Permission Rules for Managing Members
• Patients : Can modify all team members
• Practitioners : Can modify all member types (practitioners, managers, viewers)
• Managers : Can modify managers and viewers only (not practitioners)
• Viewers : Can only modify their own information
Understanding Team Member Status
Active Members
• Have accepted their invitation
• Can actively access patient information
• Show full contact details (based on permissions)
Pending Members
• Have been invited but haven't accepted yet
• Show "Pending" status
• May need invitation reminders
Invited vs. Accepted
• Invited : Email invitation sent, waiting for response
• Accepted : User has confirmed and can access the system
Email Visibility Rules
For Practitioners
• Can see email addresses of other practitioners
• Cannot see email addresses of managers or viewers
For All Other Roles
• Can see email addresses of managers and viewers
• Cannot see email addresses of practitioners (unless they are also a practitioner)
Troubleshooting Common Issues
"I can't see the Add Team Member button"
• Check your role—only Managers and Practitioners can add members
• The "Add Team Member" feature may be disabled for your account (controlled by a feature flag). If you have the right role but still don't see the button, contact support@trianglehealth.com
"I can't edit a team member"
• Verify you have permission to modify that member type:
• Viewers can only edit themselves
• Managers cannot edit Practitioners
• Only Practitioners can edit other Practitioners
"The invitation email wasn't received"
• Check spam/junk folders
• Verify the email address is correct
• Try resending the invitation
• Contact support@trianglehealth.com if the issue persists
"I don't see someone's email address"
• Email visibility is role-based:
• Practitioner emails are only visible to other practitioners
• This is a privacy protection feature
"The team member list is empty"
• Ensure you have the correct patient selected
• Check if there are network connectivity issues
• Refresh the page and try again
Privacy and Security Notes
• All team member actions are logged for security
• Email addresses are protected based on role-based visibility rules
• Removing a team member immediately revokes their access
• Patients always have ultimate control over their team
Limitations
• Triangle cannot control what other people or systems do with your information after you share it with them. Only add people you trust.
• Team member invitations cannot be bulk-uploaded or imported from a file.
• The Privacy Control Center cannot automatically sync with your care team from an external health system.
• Role changes for existing members may require the member to re-accept or refresh access in some cases.
Getting Help
For more help, use in-app Support or contact support@trianglehealth.com.