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’
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.