ℹ️ This feature is available to all new clients as of February 11th, 2025 along with a select group of existing partners. If you’re an existing client and would like early access, please contact support@repeatmd.com to request activation.
Creating a New Staff Member
You can add staff members through the Staff Directory page in the Admin Portal.
📣 Follow these steps to create a new user:
Navigate to Admin Portal > Staff Directory.
Click "Create a new staff member".
Enter the user's details (name, email, job title).
The email address will be used for accessing the Admin Portal
Assign one or more roles to determine access level.
Click "Create staff member"—an email will be sent to the new user with login instructions.
Editing an Existing Staff Member
Editing allows you to update a staff member’s access as team roles change, ensuring secure and efficient platform access.
The following staff member account fields can be edited:
First and last name
Email address (this email address must be unique)
If the staff member you are trying to create also has access to another RepeatMD platform, please contact support@repeatmd.com to create access for this staff member.
Job title (optional)
Role
Settings
The ability to edit a staff member is limited to users with the “Manager”, “Administrator” or “RepeatMD Administrator” roles.
📣 Follow these steps to edit a staff member’s roles and settings:
Go to Admin Portal > Staff Directory.
Select the admin user and click "Edit staff member" on the top right.
Modify roles and access, job title, or contact details.
Click “Save changes”—updates take effect immediately.
💡Recommended user settings
We recommend toggling the following settings by default for each admin user level, but you can disable them if you have personalized needs.
| Manage client accounts | Create and manage Custom Plans | Create and manage text messages | View and export financial reports | Receive Shop notifications emails |
Administrator | ✅ | ✅ | ✅ | ✅ | ✅ |
Manager | ✅ | ✅ | ✅ | ✅ | ✅ |
Marketing | ✅ | ✅ | ✅ | ❌ | ❌ |
Staff | ❌ | ❌ | ✅ | ❌ | ❌ |
Deactivate and Reactivate Staff Members in the Admin Portal
⚠️ Only users with a “Manager,” “Administrator,” or “RepeatMD Administrator” role can manage staff member access in your Admin Portal.
Deactivating a staff member logs them out and blocks access to the Admin Portal.
Reactivating a staff member restores their access.
🚫 Who Can Deactivate Staff Members?
Managers can deactivate most staff members, except other Managers, Administrators, or RepeatMD Administrators.
Administrators can deactivate any staff member.
📣 Follow these steps to deactivate a staff member:
Go to Admin Portal > Staff Directory.
Select and click "Deactivate staff member" on the top right.
The confirmations window will pop up, select “Cancel or Deactivate staff member”
A “Deactivated” label will appear above the users name.
📧 How will Staff Members be notified of Admin Account Creation and Role Changes
Staff Members will receive email notifications:
When a staff member’s access is created, an email is sent to the address associated with the account to notify them of the account creation and provide instructions for accessing the Admin Portal.
When an existing staff member is granted additional roles, the user will receive an email notifying them of their newly increased access to the platform’s Admin Portal.
Note: Staff Members do not receive email notifications if their roles are reduced or their account is deactivated.
🆘 Roles and Access Reference Guide
For a more detailed description of the permissions available to each role, please click the “Click here for a detailed breakdown of each role” link at the bottom of the “ROLES & ACCESS” section. when creating or editing a staff member.
🚨Things to Keep in Mind
The "RepeatMD Administrator" role is restricted to RepeatMD employees.
The “Job Title” field of an admin user’s account does not affect the user’s access.
**Click here** for instructions on how to sign into your Admin Portal.