Adding and Managing Staff Roles

Required role:

To add a staff member, you must have a role as either owner or manager.

Click here for a video tutorial.

This article will show you how to add staff members to your group practice users like therapists, managers, or front office.

  • Click Practice Settings from the left-hand menu
  • Select Staff from the top tabs
  • Click the button

  • Specify the type of user role (this can be edited these later if needed): Therapist, Front Office, or Custodian
  • Enter their information and email address, click
  • They will receive an email with an invitation to create their own account. The email link is valid for 24 hours.

Expired or Invalid Links

If the account invitation link is not activated within 24 hours, a new access link will need to be sent. Do not create them as a new staff member, since it will duplicate them in the system. Follow the steps below:

  • Click Practice Settings from the left-hand menu
  • Select Staff from the top tabs
  • Click the Staff name from the list
  • Within the 'Account Information' section click the Resend login credentials link
  • They will receive another email, with a link valid for 24 hours
    • **NOTE: Ensure they click on the most recent email link sent

To Deactivate a Staff Account

To deactivate a staff member, you will need to turn off all roles for the account, which will deactivate the account and you will not be charged on your next billing cycle. Here's how you do that:

  • Click Practice Settings from the left-hand menu
  • Select Staff from the top tabs
  • Click the Staff name from the list
  • Under 'Roles' click for all roles
  • That staff member is now deactivated and will not be able to login again until at least one role is enabled on the account.
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