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.

Note: Only users with the "Settings" permission enabled can add other users.

Need additional info? See the information below:

How to add a User

Step-by-Step Instructions 

  1. Hover over your initials in the bottom left corner and click on Settings

  2. 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

  3. Click Add Team Member button

  4. 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 accurate and accessible email to activate and log into their account)

    • 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

  5. 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!

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