How do I add users to my clinic?

User Types

There are two types of users you can add to your clinic's account:

• Admin
  • Admins have full access to your clinic’s account. They can use all features and settings without restriction.
  • Only admins can invite new users to your clinic's account.

• Team Member
  • Team Members have limited access. You choose which features they can use by setting their permissions.
  • See the Permissions section below for more information on permissions.
  • Team Members cannot invite new users to your clinic's account, even if they are given permission to Manage Settings.

Permissions

When adding a Team Member, you can grant them permission to access the following features:

• Manage Shifts
  • Post, edit, delete, and cancel shifts. Receive notifications regarding shifts.
• Manage Applications
  • Review, hire, and block applicants; message hired applicants. Receive notifications regarding applicants.
• Manage Shift Completion
  • Approve or edit hours worked and leave reviews after shifts. Receive notifications regarding reviews.
• Manage Onboarding
  • Activate and access the Temp Onboarding Portal to upload documents.
• Manage Payments
  • Mark invoices as paid or initiate payment via Fairly Payments. Receive notifications regarding payments.
• Manage Settings
  • Edit account settings, including Clinic Profile, Payments, Billing Contacts, Blocked Temps and credit card. 
  • Does not include user management—only admins can manage users.
• Access Reports
  • View reports.

How to Invite New Users 

To invite a new user(s) to your clinic's account:

• Click "Settings"
• Click "Team"
• Click "Invite New User"
• Enter the user's First Name, Last Name and Email
• Select a role for the new team member: either Admin or Team Member
  • See above for a description of both roles
• Click "+" to invite more than one user at a time
  • When inviting multiple users at once, their role and permissions will be identical
  • Click "-" to remove an invite
• Click "Send Invite"

• • Once you invite a new user(s), they will appear under the Pending Invitations section
  • You can resend or cancel the invitation(s) by clicking "⋮" beside any invited user

How to Edit or Delete a User

• Once a user accepts their invitation, they will appear under the Users section
• Click "⋮" next to a user to edit that user's details (First Name, Last Name, Email), role or permissions
• Click "⋮" to delete a user. They will lose access to their account once deleted
  • The Account Owner cannot be deleted