Adding members to your clinic is a simple process in Medentic. Follow these steps to invite new users and assign them roles within your clinic.
Steps to Add a Member to Your Clinic
Log in to your Medentic account using your credentials.
Click on the Settings icon located on the left sidebar of the dashboard
In the settings menu, select “Members and permissions” to manage your clinic members and their roles.
On the “Members and Permissions” page, click the “Add Users” button to invite new members to your clinic.
A pop-up window will appear where you can enter the new member’s email address and add a message for the invitation.
You will also need to select the role of the new member (e.g., Administrator, Owner, Receptionist).
After filling in the necessary information, click the “Invite” button to send the invitation.
The new member will receive an email invitation. They will need to click the “Accept Invitation” button in the email to join your clinic. If they haven't accepted the invitation within 30 days, the invitation will expire.
Done! Once they accept, they will be added to your clinic with the assigned role and permissions. You will be able to manage their status, and the member will be able to start working within your clinic.
Need Help?
If you encounter any issues or need further assistance, please feel free to contact our support team at [email protected]. We’re here to help!