How to add team members

From the Dashboard

On the ProClient Dashboard, click your name, then Settings.  On the Settings page 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 table that lists 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 active status are listed. You can click on “Show inactive” to view all team member accounts.

Add a Team Member

To add a team member click on the “Add new” button above the top right corner of the table.

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.