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Clinical Site: Add/Edit Staff

Adding and Managing Staff Based on Role Permissions

Kate Mattison avatar
Written by Kate Mattison
Updated over a week ago

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.
โ€‹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.

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