Adding users allows them to have access to Medical Tracker
How do I add users and then add them to a team?
Step 1. From the dashboard, you will need to go into the settings area, you can do this by clicking on the circle icon with your initials in it, this will display a drown-down as demonstrated below. Select 'Settings' from the drop-down
Step 2. Click on 'Users and Teams'
Step 3. Go to 'Create user'
Step 4. You need to input each member of staff's email address and choose a team from the drop-down field 'Team name'. All the teams you have created will be included in the drop-down. Next click 'Save', when you click save this will automatically send an email to the staff member asking them to create a password to access Medical Tracker.
Remember, permissions are set by teams so when adding the users to teams think of the permissions they need.
Top tip: Get your staff to check Spam/Other as sometimes the emails can be sent here, the email will be from a 'no reply' email address
How do I edit a team and permissions? Click here