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.