Adding members to your organization allows you to create new users for your admin, doctors, hygienists, and managers.

Step by step guide

  • Navigate to the ‘Settings’ page using the left navigation bar

  • Click on the ‘Manage Members’ tab near the top of the page if it is not already selected

  • You’ll see a blue button that says ‘Add New Member’. Click this to open the Add Member pop-up

  • You’ll be prompted to fill in information about the member you are adding. The required field are:

  • ExternalID – A unique identifier for this particular member. We recommend developing a naming system such as ‘Initials-DateOfBirth’. For example, a doctor named Joe Smith born 01/18/1965 could have ExternalID = ‘JS011865’

  • First Name

  • Last Name

  • Email Address - email address is only needed if you want the staff member to have a login to Followapp platform. NOTE: email address used must be unique. You cannot use the same email address for multiple members.

  • Member type – you will be able to choose from a set of default roles.

  • Centre(s) – This will determine which centre this member is a part of. It is possible for a member to be assigned to multiple centres (e.g. the case of a Dentist that works across multiple clinics for the same organization)

  • Click the ‘Save’ button once all of the above is filled out.

  • A ‘Welcome Email’ will be sent to that member’s email address as soon you have saved the member, allowing them to create their password and access the platform.

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