How to Add a New Team Member

Created by Devon Harrell, Modified on Wed, 20 Sep, 2023 at 12:24 PM by Devon Harrell


Instructions to Add Team Member


The Local Administrator or Program Assistant role users can add Team Members by Team from the Team Management Page in the Web Application.


Step 1: Click on the name of the Team in the Team Name column where the new team member will be added. The user is navigated to the Team Profile Page. 


Step 2: Click the Add Team Member button at the top right of the page


Step 3: Enter the new Team member's personal details 

  • Email address must be a clinic-assigned email address and cannot be edited after the team member is added


Step 4: Click the Send Invite button at the bottom of the page 

  • Newly added team members will receive an email with log-in instructions


Step 5: User is navigated back to the Team Management Team Members page 

  • Team member is displayed with a "Pending" status until invitation is accepted and password is created



Click here to watch a video tutorial.

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