If you are connected to multiple accounts and their locations, you can manage all of them from one user account!
This affects Dental Service Organizations (DSO's) and setup needs to be done by the initial admin user for your account.
When your account is first created, you'll need to create new brands accounts and assign locations to the correct brand.
Once you've organized your brands you'll be able to create users for your team and assign them to the brands or locations that they need to have access to.
*Learn more about user access levels in the last section of this article
Go to your Locations page in Settings, click the only brand name to expand the list of all of your locations:
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You can edit the brand name by clicking the edit icon next to it, just like you would do with any location:
Create Additional Brands
Click "Add new" to create a brand:
Give that brand a name and click save.
You can create as many brands as you need.
Once you've added brands, you can edit which brand a location belongs to.
Assigning Locations to Brands
Click the edit button next to a location - you'll see a drop-down list called "Brand", click on it and choose the brand it should be under:
You'll see that location show up under the brand that you moved it to:
Navigating Between Brands and Locations
There are 2 drop-down menus at the top of your screen, the first features the brands you have access to, and the other shows you all of the locations associated with that brand:
User Access - Creating and Organizing Your Team
Learn more about how to create and manage user accounts here.
Every account has at least 1 admin, which is the first user that is added when your account is created.
This user needs to create at least 1 other admin if they aren't going to set up users for the rest of the team.
Here's an overview of the types of user accounts you can create and what level of access can be assigned.
Admins have access to all brands
They can create and edit other admins, managers, and regular users. This type of user has complete access.
Managers
Managers can create and edit other managers and regular users for the brands that an admin has given them access to.
Regular Users
Admins and Managers set the locations that a regular user has access to. They can edit their own user info in Team Settings.