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How to Invite a New User

Updated over 2 months ago

This article will explain how to add new users to your clinic, provided you have the administrator permissions to do so. Follow these steps to add a new user:

1. Select the drop-down in the top right corner and click Edit My Clinics:

2. You will be taken to your Clinic Settings page, where you can locate the User Table. Click the Add User button:

3. A box will pop up asking you to indicate the new user's email address. You can also select their permission level here:

  1. Viewer: can view all the data in the clinic, but cannot create or update any data.

  2. Editor: able to view, create, and edit all data within the clinic. Unable to edit clinic info, roles and billing permissions.

  3. Administrator: is able to perform all the tasks that an editor can do, and also edit clinic info and roles. Unable to edit billing permissions.

  4. Clinic Administrator: an administrator that has additional permission to specify user billing permissions for clinical users.

  5. Account Owner: is the owner of the clinic. They can perform all tasks. This is the account under which the clinic is registered.

    πŸ“– NOTE: This role can only be edited by Arya team.

NOTE: All users you invite to the clinic are added as non-clinical users by default. To make them a clinical user, please reach out to us through the help chat option in the lower right corner.

4. Click on Create button to send the invitation.

5. The Invitation gets sent to the new user. The email with the subject 'Confirmation Instructions' contains the link the user needs to follow to accept the invite and create their account.

In case the user did not receive the invite email, you can resend it:

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