Who this is for: Practice admins only.
Before you start, you'll need:
Admin access to your Barti organization
User Management - Video Walkthrough (2 min)
Steps
Click on your initials in the top right hand corner. Then follow Organization Settings > Staff.
Click + New Staff Member to create a new user.
Enter the staff member's name, email address, and enter their username and temporary password. You can also choose their Primary Location, NPI Type 1, License Number, and their Role.
Click Create Staff Member.
Barti will send an invitation email which they should follow and then they'll be prompted to create a new/permanent password
What you'll see when it works
The new user appears in your user list.
Troubleshooting
I'm not an admin — how do I get access to create users?
Ask any current admin at your practice to email support@barti.com and request admin access for you.
Can I edit or deactivate an existing user?
To EDIT, simply click on the User's name.
To DISABLE, click on the three dot menu to the right of the User's name and click 'Disable Staff Member.'
*NOTE* Currently, User's cannot be deleted, only disabled.
What happens to a deactivated user's tasks and appointments?
Tasks assigned to a deactivated user become unassigned. See How do I use Barti's Task Manager? for information on reassigning unassigned tasks.