After the profile for an account Admin has been created, additional staff members can be added to Clinician Nexus. This article outlines managing staff and identifying appropriate staff roles, based on role permissions.
After reading this article you will be able to...
Add New Staff Individually
Add New Staff in Bulk
Edit Staff Roles
Remove Staff
Staff Role Permissions Overview
Add New Staff Individually
Click Settings from the left navigation menu
Next, click Staff
Click the +Add Staff at the top of the page to add a new staff member:
In the New staff popup window, enter the staff member's name, email address, assign them to the appropriate organization, add a title, create a custom welcome message, and assign their role:
The staff member will automatically receive an email invitation to join Clinician Nexus and create a profile.
Or, if the staff member has an existing account in Clinician Nexus, they will receive a notification that they have been added to your organization.
Add New Staff in Bulk
Click Settings from the left navigation menu
Next, click Staff
Click the Import Staff at the top of the page:
Click Upload Staff
Click Download and fill out the fields in the template including
Upload the spreadsheet and click Upload & review
You can review the information, and edit individuals if necessary. To upload all, click the top left checkbox to select all and click the teal Import button.
Note: If you would like to only upload some staff, but not all, you can select individual staff members to import by clicking the far left checkbox by their name.
Edit Staff Roles
To adjust the existing permissions of a staff member:
Click the staff member you need to edit
Adjust the role using the dropdown, then save
Remove Staff
To remove a staff member from your organization:
Click the staff member you need to remove
Click the red remove button on the bottom right corner of the screen, then confirm on the pop-up window, that you'd like them to be removed
Staff Role Permissions Overview
Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.