Boost compliance and efficiency by assigning the right roles to multiple users.
Follow these quick steps to add and manage users in your account:
Add A New User Account
1. Go to Account Management
In your Invedent account, go to Account Management and head to "User Management". From there, click the “Add a Team Member'' button on the right side of the screen.
2. Enter the Team Member’s Details
Remember to use a unique email, enter the full name as the username for each user, and make sure to add the user to the correct practice account/s (if you have multiple locations). For password security, enforce a minimum of eight characters, including a number and a capital letter (e.g. Sample@123).
3. Assign Permission Roles
Use the permission roles legend below to guide you on which role to assign to your newly created user account.
4. Save User Account
Lastly, enter your password to confirm the change and click "Add a Team Member" to complete the user account creation.
Manage and Update a User Role
❗Important Notice: Only Company Admins can update user permission roles.
If you don’t have admin access, please contact your admin to request a role change.
However, Company Admins cannot change the role of another Company Admin. If you need to update a user with a Company Admin role, please contact the Invedent Support Team for assistance.
Go to the Account Management page and open the User Management tab.
Click the three-dot menu (⋯) at the end of the user's row and select Update Role.
Choose the new role to assign. You can refer to the role descriptions below or hover over the info icon for guidance.
Click Save Changes to apply the update.
Permission Roles Legend
Role | Shop | Ordering | Inventory |
Company Admin | ✅ | ✅ | ✅ |
Practice Manager | ✅ | ✅ | ✅ |
Ordering Assistant |
| ✅ |
|
Stock Assistant |
|
|
|
Company Admin
Function: Full access across the company and all practices
Can Do: Manage all users, settings, and features
Cannot Do: No restrictions
Practice Manager
Function: Full access within assigned practice
Can Do: Manage inventory and orders for their practice
Cannot Do: Access or manage practices they are not assigned to, update user roles
Ordering Assistant
Function: Assists with placing orders
Can Do: Add to cart from Inventory, proceed to checkout, place orders
Cannot Do: Access the Shop page or its features, add items to inventory.
Stock Assistant
Function: Manages stock and inventory.
Can Do: Add to cart from Inventory, access most non-ordering features
Cannot Do: Access the Shop page or its features, proceed to checkout, add items to inventory.
If you have any questions or concerns, please contact us through the in-app chat or email us at support@invedent.com.