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How can I invite team mates?

J
Written by Joanna

System admins can invite new clinic team mates by email or set them up with a username if they don't have an email address.

  1. Go to 'Clinic settings' in the main navigation

  2. Click 'Manage' next to the clinic the user is registered at

  3. Go to 'Team members'

  4. Over on the right hand side there are two buttons: 'Create User' and 'Invite via Email'

Invite via Email ✉️

  • Enter the email address to send the invite to

  • Select the invitees role

  • Optionally choose to add another invite

  • Either save and send the invites later, or click 'Send invites' to send them now

  • The invitee(s) will get an email with a link to join your clinic where they set their first and last names and their password

Create User 👥

  • Enter the first and last name

  • Enter a username (e.g. johnsmith99) and optionally an email address (these are useful for notifications from Digital Practice)

  • Enter a password

  • Select their role

  • If no email address is entered, the username and password needs to be given to your team mate manually

  • Click 'Create user'

  • NOTE: System admins will have to reset passwords for those with only usernames if they are forgotten

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