Below is a quick video tutorial: 👇 (COMING SOON: Updated with the new Settings page)
Once you have added users, the next step is to enter the Clinical Hours for your Providers. Refer to this article to learn how.
💥Important Note💥: Only users with the "Settings" permission enabled can add other users.
How to Add a User in your Analytics Dashboard
Step by Step Instructions:
Hover over your initials in the bottom left corner and click on Settings
Select Team Management
Note: If Team Management is not an option for you, this means you do not have access and cannot edit settings. Refer to an admin team member to complete the task or grant you the correct privileges
Click Add Team Member button
Fill in the required fields that follow:
Add an email as their username log in (this is important as they will need to have an accessible email to activate and log into their account)
💥Important Note💥: Each user email needs to be unique to that profile. An email cannot be shared for multiple user profiles / log ins.
Enter in the name of your team member
Select the roles the User has in the practice (Hygienist, General Dentist, etc.)
Add permissions for which features they should have access to. For more information regarding permissions, refer to this article
If there are multiple locations; select which locations you want them added to
Then attach any necessary Provider ID's to the User if they're a provider in the practice
Lastly, click Send Invite in the bottom right hand corner. An email will be sent to the email address entered that will allow them to create a password. Once they have created a password, they will have access to Dental Intelligence!
Be Sure to add all your team members to Dental Intelligence! 😄
Congratulations on creating your practice's users! 👍🏼 The next step is Entering Clinical Hours for each of the providers!
Clicking the di. icon in the top left corner of the Dental Intelligence dashboard acts as a shortcut and takes users to certain pages depending on their selected role:
Non-Production roles are routed to the Patient Finder
Production roles are routed to the the Schedule page
If a user has multiple roles selected and are considered both, it will route to the Schedule page