This guide explains how to manage users that can access your organisation.
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Download PDFStep 1.
Head to Settings> Users and click Users.
Click Invite new user.
Step 2.
This will open a pop-up box, where you fill out the new user’s email.
Click the Invite user to send an invitation link to the new user.
Note: This user can be an existing Tidy user you would like to add to your organisation, or a new user who does not have an existing Tidy account.
Step 3.
The new user will then receive an email like this.
Click Accept invitation to join the organisation.
Step 4.
This will redirect the user to a login/register page.
Once logged in/ registered, the user will be able to access your TidyClinic.
This will add the invited user to your organisation.
Step 5.
To edit existing users, click on their name.
This will take you to the Edit user page where you can edit details about the user under the Overview, Medical, and Roles tab.
Click Save when you are done.
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