Invite your team and set roles
People are invited from the owner portal. Each person gets a role for the organization and is assigned to the locations they work at; both can be changed later.
About 3 min
- 1
Open the owner portal
From the app, open the portal from the account menu. The Users section lists everyone in the organization.
- 2
Invite by email
Click Invite user, enter the email and pick a role: owner, admin, manager or staff.
- 3
Assign locations
Choose the locations the person works at. Someone without an assignment to a location cannot open it.
- 4
They accept the invitation
The person receives an email, sets a password and lands in the app with the access you gave. Invitations expire, and you can resend them from the same page.
- 5
Add the doctor profile separately
A login and a doctor profile are different things. If the person sees patients, open Doctors and add them there too, so they get a calendar column; their calendar feed is created under Settings.
Good to know
- Staff can work the calendar and contact details; clinical data, money, settings and deletions depend on the role.
- Every access to a patient record is written to the access log with the user and time.
- Removing a person from the organization ends their access at their next request.
How this works in depth
More in Team and locations
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