<aside> 💡 Each organisation will have at least one administrator user. This user will have access to user management, patient management and billing information. You can add other administrators as well by creating a new user and selecting “Administrator” as that user role.

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1. Go to Admin

<aside> 💡 Administrators will start on the Admin Dashboard by default when logging in. To view patients, switch to the Personal Account as shown below.

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• Select the profile icon in top right corner
• Click on Admin Account
  • If you can’t see Admin Account, it means your user account does not have admin access

2. Add New Users

While in Admin Dashboard, managing users is simple and straightforward.

• On the left side menu, select Users
• In the top right corner, select + Add User
• Fill out user information and select user type.
  • Most users, such as nurses and doctors, should be Practitioners. The alternative, Administrator, is for people who can add or remove user accounts.

<aside> 🗣 Administrators can delete other users and patients. We therefore recommend only a few people within each organisation should have access to this role.

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3. Manage Patients

• On the left side menu, select Patients
• Available features:
  • Add patient
  • Edit patient
  • Inactivate/Activate patient
    • This is a function for temporarily hiding the patient from the patient list
  • Delete patient
    • This is permanent