This article applies to Motivity Clinical.

If you are using Motivity's Practice Managment system, you will follow the instructions found in this article instead!

Inviting a Member via Email

You will follow this process to invite a new member to Motivity using their email.

In your organization, find "Members" and select the "+Member" button in the top right corner
Select "Email Address" and type the email address for the person you want to invite.
You will need to assign the person with a role by clicking the drop arrow that will open a drop-down menu with available roles to choose from.

This screenshot shows the role drop-down when inviting a member by email address in Motivity Clinical.
When you finish typing the email, a green + button will appear, click the + button to add the email.

This screenshot shows the green + button that appears after typing an email address when inviting a member in Motivity Clinical.
Click the blue "Invite 1 Person" button.

This screenshot shows the blue Invite 1 Person button when inviting a member by email in Motivity Clinical.

You will follow this process to invite an existing member to Motivity using their username.

In your organization, find "Members" and select the "+Member" button in the top right corner
Select "Existing Username"
Type their username and click "Check if User Exists" button

This screenshot shows the Check if User Exists button when inviting an existing member by username in Motivity Clinical.
If you entered the username correctly and the user profile already exists in Motivity, you will see a pop-up with the username and first and last name
Click the green + button
You will need to assign the person with a role by clicking the drop arrow that will open a drop-down menu with available roles to choose from.

This screenshot shows the role drop-down when inviting an existing member by username in Motivity Clinical.
Click the blue "Invite 1 Person" button.
If this user doesn't exist it will say "No Result Found"

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.

This screenshot shows the Members list on the organization home screen in Motivity Clinical.

Last Updated: 9/8/26 by Alexandra Ahlgren