Learn how to add a new Member to Motivity’s clinical interface with this step-by-step guide. These instructions are intended for customers who use the clinical interface exclusively.
If you are using Motivity's Practice Managment system, you will follow the instructions found in this article!
Inviting a Member via Email
You will follow this process to invite a new member to Motivity!
click "Members"
select the "+Member" button at the top right
type their email address in the top line
be sure that it is spelled correctly!
when you finish typing the email, a + button will appear
click the + button to add the email
assign a Role using the dropdown
select "Invite"
Inviting a Member via Username
You will follow this process to invite an existing member to Motivity!
click "Members"
select the "+Member" button at the top right
type their username in the second line
be sure that it is spelled correctly!
click "Check if User Exists" button
if you entered the username correctly and the user profile already exists in Motivty, you will see a pop-up with the username and first and last name
click the + button
assign a Role using the dropdown
select "Invite"
Viewing Invitations and Members
You can view pending invitations by selecting "Invitations" from the home screen.
You can view existing and accepted members by selecting "Members" from the home screen.
Last Updated: 11/18/2024