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Adding a User

Screenshot 2025-01-30 at 4.30.01 PM

Step 1: Access User Settings 

1. Click the Settings icon  at the top right of any screen in the software. 

2. When Settings appear in the top left of the page, click Users & Permissions at the bottom of the list. 

MUST KNOW! Only super admin users for the facility will be able to see this area.

Step 2: Add a New User

1. Click the Add User button . 

2. A prompt will ask for an email address or phone number to search for the user in the system. 

  • If the user is already in the system: 
    A message will appear to prevent creating a duplicate account. 

  • If the user is not in the system: 
    Enter an email or phone number to send them a welcome message. 

Adding a User by Phone Number 

1. Enter the user’s phone number and full name and create a username. 

Helpful Hint: Usually, this is the first initial and the last name of the user but is upon the discretion of the facility on how this will be determined.

2. Click Add User to send a text message with a temporary password.