Overview

Add a staff member to the platform from Configuration > General > Users. If your account is connected to an EHR, you can either find the user in the EHR (best when they already exist there and should stay linked) or create them manually (best when they need platform access but aren't an EHR user).

Before you begin

• Access to Config > Organization Settings > Users.
• The roles you intend to assign the new user.

Start adding the user

1. Go to Config > Organization Settings > Users.
2. Open the Users tab.
3. Click Add New User.
4. If your account is connected to an EHR, choose how to add the user — Find user in EHR or Create user manually — then follow the matching section below.

Option 1: Find user in EHR

1. Click Find user in EHR.
2. Search by the user's name or email.
3. Click the correct user from the results.
4. Review and complete the user details.
5. Assign the correct Roles.
6. Click Create User.

Option 2: Create user manually

1. Click Create user manually.
2. Complete the user details — Name, Email, Mobile Phone, and Roles.
3. If the user is also tied to a provider/resource record, select the Resource field when available.
4. Click Create User.

Troubleshooting

• If a manually created user can't receive EHR-based document or task assignments, then they're likely missing an External System ID — manual users without one can't receive those assignments.
• If a user has the wrong level of access, then check their Role(s) — every user should be given the correct roles.