Staff and app users
Settings has two separate lists of people. Mixing them up is the usual confusion.
- Staff are the physicians, nurses and techs who appear on cases. They have no login.
- App users are people who sign in, each with an email address and a role.
Adding someone to one list does nothing for the other.
Who can: Owner, Admin manage staff.
Who can: Owner, Admin manage app users.
Staff
Where: Settings › Staff
Choose Add Person, enter a Name, choose a Role (Physician, Nurse or Tech), and optionally add a photo. A person with the same name and role is refused. Edit changes them. Deactivate and Activate switch them off and on. Staff aren't deleted.
App users
Where: Settings › App users
Invite someone
Under Invite user, enter an Email, choose a Role and choose Invite.
- If they have no account yet, they get an email and appear under Pending invites, with Resend and Cancel.
- If they already have an account, they get access straight away and no email is sent.
Owner can't be given out this way. Only an owner can invite an admin. The Visit manager role is only offered while visits are on. See Roles and permissions for what each role allows. The ? button on the page shows the same.
Change a role or remove access
Use the Members list. Pick a new role in the Role column, or choose Remove and confirm "Remove (name) from this site?".
Rules the app enforces:
- You can't change your own role or remove yourself. Ask another owner or admin.
- An admin can't change or remove owners or other admins.
- The last owner can't be demoted or removed. Promote another owner first.
Removing someone ends their access to this site only. Their account, and any other site they belong to, are untouched.