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Follow the steps to create a conversion backup: 1. Open Elite Practice Management, 2. Go to Practice Setup. 3. Click Backup. 4. Click Browse and go to your preferred location. 5. Click Save. 6. Select Conversion for Type of Backup.

How to create a  conversion backup as opposed to a standard backup.

Practice Management: Create conversion backup

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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