Follow the steps below to learn how to create and invite users to your team!
Step 1: Log in to your account on the Web App, click "Invite My Team"
Step 2: Invite your Practice Manager to create the team, or create one yourself.
If you invite your Practice Manager (or other admin staff) to create a team, they’ll receive an email with instructions on how to set it up. Once you choose this option, you don’t need to do anything else until your Practice Manager invites you to join the team.
If you are the Practice Manager (or the team member responsible for creating the team), continue with the steps below!
Note: The user who creates the team will be designated as the default admin. Admins can be changed or added later.
Step 3: Select "I'll set one up" and Name your Team.
Enter the name you would like your team to be called, and your clinic address.
Step 4: Invite People to your Team.
Enter the emails of the people you’d like to invite to your team.
If they already have an account, they’ll receive an email prompting them to accept the invitation.
If they don’t have an account, the email will guide them to create one before accepting the invitation.
Note: The link to accept the team invite will expire in 7 days. This link can be resent later.
Step 5: Designate the Roles of each Team Member and Set Admins.
Set a role that reflects the team member's role in your clinic. Setting a user as an admin will allow them to manage your team members and billing. We recommend only setting additional members as admins if necessary.
If your account is already subscribed, you will also be able to change the Account Plan, as seen below:
Step 6: Finish setting up your Team!
That’s it! After clicking Finish, you’ll be able to track the status of the users you invited as they create accounts and accept the invitation to join your team. Here, you can also resend or revoke invites at any time.
To learn how to add or remove users from your team, see this article here:
To learn how to manage billing, see this article here: