1. To create a new user, the admin goes to the Users page. They click Add at the top right of the screen.
2. The admin enters the user’s information, selects one role and specifies the clinics the user will have access to.
3. Clicking Save creates the account, and the admin has access to the link the user will have to use to finalize their account set up. They share the link with the user, and they get onboarded.
NOTES:
- A user should only have one role
- An Admin will be able to:
- See and update prices
- See, add and update users
- CAN NOT: assign agents to clinicians
- A Clinician will be able to:
- See prices
- See, add and update patients
- Prescribe in their own name
- Manage assigned agents
- An Agent will be able to:
- See prices
- See and update patients
- Prescribe in the name of specific clinicians
For an Agent to be able to prescribe, they must be linked to at least one agent.