Add members of your team and assign them access with complete autonomy!

Two roles, each with specific permissions, can be assigned to members of your establishment.

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Roles and permissions

1. Administrator:
Manager (manager, lead technician, clinical director, or other) who is responsible for administering the user rights and access for their establishment.

• Add, modify or delete the access of a member of their establishment
• Add, modify, or delete email templates

2. User:
Team member responsible for creating or editing email templates.

• Add, modify, or delete email templates

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Process

To create a user:

1. Access the “User Management” functionality by selecting your establishment’s name (at the top right). Then click on “User management.”
2. Select the “Add user” button.
3. Fill in the required information.
4. Select “Add” or “Cancel.”

Once the user is added, an email invitation will be sent to them with the steps to create their password.

 

 

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To modify a user:

1. Click on the pencil icon.
2. Edit your information.
3. Click on “Save” or “Cancel.”

 

  

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To invite a user again:

1. Click on the envelope icon.

An email will be sent to that user with the steps to create their password.

 

   

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To delete a user:

1. Click on the trash can icon.
2. Confirm your choice by clicking on “Delete.”

Once the user is deleted, they will no longer be able to log in. An error message will appear.