NOTE: Only admin accounts can add or edit user accounts - they are identified by an "A" next to each admin's name in Team Settings:
Create Separate Users for Each Team Member:
You might be tempted to use the same login for your whole team to use. Don't do it! Having individual users has a lot of benefits:
The ability to send messages to patients from different users
Patients are assigned to the user who puts them in follow up - get personal notifications so nobody slips through the cracks!
Avoid confusion with the chat support - with individual accounts you can keep track of your own conversations and you won't miss replies
Okay, now that you're convinced, here's how to do it!
Click Settings >> Team >> Add New (only admins will see this button):
This will open the new user form:
You can update settings and deactivate users at any point - Nothing but the username is permanent!
Need to know:
Username: This email will only be used to log in, and won't send or receive emails. Also, no two users can have the same username - it must be unique.
Send/Receive Email Address: This can be the same for multiple accounts! Email notifications will be sent to this address, and patients will receive emails from it,
Select Location: If your company has multiple locations you can choose which locations each team member needs access to.
Admin: Click this button (bottom left, above password) so it turns blue.
Admins can create/edit other admins, managers, or regular team members for all brands and locations under an account.
Manager: You will see an "M" for Manager - this is useful for accounts with multiple brands.
Managers can create and edit other managers and regular users for the brands an admin has given them access to.
Password: This can be changed later within the user's settings, or by having a link sent to the user's email address from the login page.