From the Dashboard
On the ProClient Dashboard, click on the gear icon next to “Account” on the header. This will take you to the settings page where you can view a selection of action buttons. Click on “Users.”
User Accounts Manager
This will take you to the User Accounts manager. You will see a tabled list of all existing and active user accounts (also known as team member accounts). The accounts are listed by user name, email address, status, and role.
By default, only the team members with an active status are listed. You can click on “Show inactive” to view all team member accounts.
Importing a User List
There are two ways to add new team members. One is by importing a user list on an Excel spreadsheet using the import function. The user info should be arranged in a compatible data format. To check whether your data format is compatible, download the sample user sheet provided. Make sure that your spreadsheet follows the same format as in the sample.
When you are sure that you have a correctly formatted spreadsheet, browse to and select the spreadsheet file. Click on “Import” to upload it. The team members listed on the sheet will be added to ProClient.
Manually Add a Team Member
You can also add a team member manually by clicking on the “Add new” button. This will take you to the “Add New User” form. Enter the team member’s first name, last name, phone, and email address.
Setting a User Role
Under “Role,” open the dropdown selection menu. Choose one of the roles listed. You will be able to change the team member’s role later, if you wish.
When you have entered all the required information, click on “Save” to add the new team member. This will automatically send them an email message containing their ProClient account login credentials.