Invite a staff member and set permissions

Invite a user from Staff and Permissions, scope them to one or more locations, and set them as an admin or a limited user.

Every staff member, clinical or not, signs a BAA agreement before they can view protected health information.

Open Staff and Permissions from the settings area.

Select invite a user and enter their email.

Choose the location or locations the user belongs to. If you select one only, they will not see data from your other locations.

Set the role. An admin has full access. A user role can be limited feature by feature.

Review the summary and send the invite. The user appears in your pending list until they accept.

The invited user must create an account before signing in, then verify their email and sign the BAA.

Note

An admin can manage permissions and remove other admins. Only the owner can transfer ownership.