How to add new users to your clinic

This guide will walk you through the process of inviting new users to your EMRG clinic, from sending invitations to managing their roles and permissions.

Important: During your onboarding meeting, please be sure to specify which initial users you would like added and specify their roles (users, admin, or providers). You can add more users and providers at any time, but your success specialist will need to add the provider roles to users, for compliance purposes.

Inviting New Users

1. Navigate to User Invites

Navigate to "User Invites" under "Clinic Management" in the SideNav.

User Invites Navigation

2. Enter User Email

Type in the user's email address that you want to send the invitation to. They will be added with the role "user" which gives them limited access to your platform. Once they are added, their role can easily be promoted to Clinic Admin, which is explained later in this guide.

Enter Email Address

3. Send Invitation

Once you've populated the user's email address, click "Send Invitations" to invite the user.

Send Invitations

4. Resend Invitation (if needed)

If the user doesn't see their invitation after 3 minutes, you can click the three dots and click "Resend Invitation" and advise the user to double check their spam folder.

Resend Invitation

User Account Setup Process

5. Invitation Email

The email will look like this, with the subject line of "You're invited to Join EMRG"

Invitation Email

6. Accept Invitation

The user will select "Accept Invitation" and then be guided to their account creation. If the button isn't working, they can copy the link provided and paste it into their browser.

Accept Invitation

7. Create Account

The user sets their first and last name, and a password that meets the parameters described.

Create Account

8. Email Verification Required

Once the user sets their name and password, they will receive a verification email. If they try to login before clicking on the verification email, they will see this message displayed.

Verification Required

9. Verification Email

This is what the verification email looks like, with the subject line of "Verify Your EMRG Account"

Verification Email

10. Verify Email Address

The user will click the "Verify Email Address" button to verify their email

Verify Email Address

11. Complete Profile

The last step for the user to complete their profile is to add their phone number and then they will be into the EMRG clinic.

Complete Profile

12. Account Information

The user can see their account name and associated clinic in the bottom left hand corner.

Account Information

Managing User Roles

13. Promote to Admin

Back in the Clinic Admin view, under "User Invites" you can click the three dots next to the user you added and select "Promote to Admin" to give them Clinic Admin permissions.

You will see all of the users associated roles as badges in the Role column.

Promote to Admin

Key Features

Easy Invitation Process: Simple email-based invitation system
Role Management: Flexible role assignment from user to Clinic Admin
Email Verification: Secure account creation with email verification
Profile Completion: Guided setup process for new users
Resend Capability: Ability to resend invitations if needed

Best Practices

Verify Email Addresses: Double-check email addresses before sending invitations
Communicate Expectations: Let users know to check their spam folder
Role Assignment: Start with basic user roles and promote as needed
Follow Up: Check with users if they haven't completed setup within 24 hours
Security: Only promote trusted users to Clinic Admin roles

Troubleshooting

If invitations aren't received, check spam folders and verify email addresses
If verification emails aren't working, users can copy the link manually
For role promotion issues, ensure you have Clinic Admin permissions
If users can't complete setup, verify their email verification was successful

For additional support with user management, contact our support team at support@joinemrg.com.

Clinics, Start Here!