Process for Inviting a Team Member:
Navigate to Team Management:
Click on your profile image in the top right corner of the Trova platform.
Select "Team Management" from the dropdown menu.
Enter Team Member Information:
Provide the first and last name, phone number, and email address of the team member you wish to invite.
Assign a Role:
Choose an appropriate role for the new team member based on their responsibilities within the organization (Provider, Administrator, etc.).
Send Invitation:
An invitation will be sent to the provided email address, prompting them to join your team on Trova.
Monitor Invitation Status:
Track the invited team member’s sign-in status and last activity within the Team Management section.
You can resend the invitation or update their information if necessary.
Additional Information:
Access Restrictions: Only users with Administrator or Provider + Administrator roles can invite new team members.
PRO Package Requirement: The Team Management feature is available exclusively with our PRO package. For upgrades or to invite more team members, please reach out to support@trova.health.
This streamlined process ensures that you can effectively manage your team’s composition and roles within the Trova platform.