How to Invite and Manage Team Members

• Navigate to the Teams Page.
• Click Create New Team Member.
• Fill in the required details:
  • Name
  • Unique ID (This will be needed for Providers, reach out to Customer Support)
  • Role (Super Admin, Admin, Provider, Medical Staff, Office Staff)
  • Organization/Location
• Click Send Invite – the user will receive an email.
• If the invite expires (after 24 hours), click Resend Invite.