You can add users with the following roles:
- Admin - has access to add and remove users
- Standard
Please note: To add users you must have access to the admin role.
Please follow these steps:
- Select Users in the menu
- You will see your existing users that have access to MedadvisorHQ including the name, username and role
- Select + Invite user
- Enter the email address of the person you would like to add and select Search in the pop-up
Please note: This will search for an existing user on the network who may be using MedadvisorHQ
- If no email is matched with an existing account, you will need to create a new user by entering their First Name, Last Name, Username and select their role e.g Admin or Standard
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- Select the Role from the following options:
- Admin - can send invites and remove users from MedadvisorHQ
- Standard - can view insights and perform head office functions e.g head office services
Please note: Admin access will allow this user to add/edit accounts.
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- Select Send Invite
The new user will receive an email, where they can verify their account, set a password and login.