- Clinical
- Getting Started
- Member Accounts
Assigning a Role
This will help you learn how to add a role to a member.
Adding a Role:
1. Click "members"
2. In the top right corner, click "+ member"
3. In the email field, type in or paste your staff member's email address.
4. Select a role or multiple roles to assign to this member
5. Press the blue "Invite" button
If you forget to assign a staff a role when inviting them, you can also do it afterward in the "Invitations" widget.
Note: If they have already accepted their invitation and you forgot to assign them a role, the process below would be identical, except you'd complete the steps from the "Members" widget.