Adding a new admin user
Navigate to Users & Roles
Click the dropdown arrow in the top-right corner after logging in
Select My Users & Roles
Click “Add User”
Fill out the following fields:First Name
Last Name
Phone Number
Select their Role (e.g., Admin, Scheduling Coordinator)
Click Submit
Copy the Claim URL
After submitting, a Claim URL is generated
Click “Copy URL” and send it to the user
Claiming a user account (for the new admin)
When the new user clicks the Claim URL:
They'll enter their phone number (for secure verification and HIPAA compliance)
Then create their password
✅ Once completed, the link will show “User already claimed”, confirming the account setup is done.
Creating and assigning roles
Go to the Roles Section
You’ll see different roles such as:Admin – full access to all areas
Scheduling Coordinator – limited access (e.g., scheduling only)
Edit a User’s Role
Go back to the Users list
Click Edit Roles next to the user’s name
Assign the appropriate role from the list
Click “Done Editing” to save
For questions about setting up users or roles:
Reach out to your Customer Success Manager
Or email: [email protected]