Adding members of staff as platform users
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:
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ExternalID – A unique identifier for this particular staff member.
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First Name
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Last Name
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Member type – Organization Manager (access to all practices), Center Manager (manager of specific practices), or Center Receptionist (reception staff at specific practices).
*PLEASE: Do not add Doctors to the FollowApp platform, as those are automatically added from the information received from your Electronic Health Record. -
Centre(s) – This will determine which centre this staff member is a part of. It is possible for a member to be assigned to multiple centres (e.g. the case of a Center Manager that works across multiple clinics for the same organization).
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Email address - the email must be unique (i.e. 2 users cannot be associated to the same email address).
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Click the ‘Save’ button once you are finished.
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Send Welcome email. A "complete your account" email will be sent to the email address you provided as soon you have pressed the "Send welcome email" button, allowing them to create their password and access the platform.