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Add and Manage Users

How to create and manage accounts for team members

Ava avatar
Written by Ava
Updated over 2 years ago

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:

  1. The ability to send messages to patients from different users

  2. Patients are assigned to the user who puts them in follow up - get personal notifications so nobody slips through the cracks!

  3. 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.

Notification Settings: Click here for a breakdown of the different types of notifications!

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