How do I add a rep or a manager?
Setup → Users lists everyone in the company. You invite a person by email; they set their own password from the invite.
The heading shows how many are active. Pick Active, Not signed up, Inactive or a role, and search by name or email.
| Column | What it shows |
|---|---|
| Name | With the email |
| Role | The role code |
| Region / zone | Where they work |
| Reports to | Their manager |
| Last sign-in | |
| Status | Active, Not signed up (invited, not in yet) or Inactive |
Invite a user
- Press Invite user.
- Fill in Name, Email, Phone, Role, Region or zone and Reports to.
- Press Invite. They get an email to set their password.
Reports to builds the team tree. A manager sees everyone under them, at every level (Roles and data scope).
If the invite is lost, press Send invite on their row.
Open a user's name to change their details. The user form also has the dashboard panels, which start as "Same as role" (Choose dashboard panels).
When someone leaves
- Press Deactivate on their row.
- In Move open calls and doctors to, pick someone with the same role, or Nobody.
- Give a Reason and press Deactivate.
They can no longer sign in. Reactivate brings them back.
This needs the "Invite, change and deactivate users" permission.