Manage staff accounts

This tutorial will walk you through how to add or remove staff accounts. Please note that you can only perform these actions if you have been granted the respective user permission(s).

Add a doctor or staff account

1. On the side menu, click the 👤 Staff tab.

2. On the top bar, click Add Staff.

3. Enter the email address of the staff.

4. Select a role, and click Invite.

5. Your invitee should receive an email from Scribo.

6. If the invitee does not have a Scribo account, your invitee should follow the invitation link in the email to create a Scribo account. After creating a Scribo account, log in at here.

7. If the invitee already has a Scribo account, your invitee should follow the invitation link on the email to log in to his/her Scribo account.

8. After the invitee logs in, they should click Join in the Invitations section.

Create a new role

1. On the side menu, click the 👤 Staff tab.

2. On the top bar, click the Roles button.

3. Click Add New Role, and a window will pop up.

4. On the window, enter the name of the new role and select an existing role to copy from. The respective set of permissions granted under this existing role will be copied to the new role created.

Define user permissions

After creating a new role from the steps above, you can define the set of user permissions under this role.

1. Click the ✏️ Edit button, and you should be brought to another user interface.

2. On this interface, you are provided with a set of user permissions for your further adjustment.

3. Any changes you made to the permission control will be instantly applied to the role.

Assign a role to a user

In order to effectively manage the permissions of your staff on your Clinic Account, you should assign and/or adjust the specific role(s) assigned to each user.

1. On the side menu, click the 👤 Staff tab.

2. Search and select the user with permissions you would like to edit, and click the ✏️ Edit button.

3. Select the role you would like to assign to this user. Each user can be assigned to multiple roles, and in case of discrepancies between permissions of the roles applied, the permission option of higher authority prevails.

Freeze or remove a doctor or staff account

1. On the side menu, click the 👤 Staff tab.

2. On the top bar, click Staff.

3. Find the account you would like to freeze or remove from your clinic, then click the three dots button on the right.

4. Click Freeze or Remove, respectively.