Here are the steps to invite or add new staff members:
Navigate to the Your Team tab on the left-hand-side menu
Click the New Team Member button located in the upper right-hand corner
Complete the form, including name, mobile, email, job title, and access type
Once you click save, an email will be sent to the staff member, inviting them to complete their profile and sign in to your Carepatron workspace
How to set permissions
On this team page, you can edit user permissions.
Start by navigating to the Your Team page on the left-hand-side menu.
Click the name of the team member from your list
Select the Permissions tab
Select Edit details to update permissions, then click Save changes
Or assign clients to grant access to specific clients
Here are the steps to delete a team member
When deleting a team member patients will no longer have access to booking an appointment with the deleted team member. Notes, files and invoices created by the deleted team member will still be accessible.
Navigate to the team page
Hover over the team member you would like to delete, select the overflow icon and press delete
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.