To access your account dashboard, click ‘Account’ on the main menu, select ‘Account Settings’.
You will see the below account dashboard:
Manage team (top right) this section displays the most recently added secondary accounts along with the option to add, view all, edit or deactivate secondary accounts.
Upon clicking the ‘view all >’ option on the dashboard, you will see a list of active secondary account users (see below screenshot).
From this screen you can add (green button), edit (pen icon) or disable (red X icon) a user.
When you select the add or edit option, you will see the below page. Here you can add/edit the first and last name, email and role.
Once the details have been added, click the green ‘Continue >’ button.
You can set the access permissions for the user, selecting which accounts they have access to and the permissions they have for each.
Please note: all users have access to manage their own account, product search, order tracking and viewing back order.
To assign access to an account or a permission, simply check the box to the left of the hospital and then the relevant permissions checkboxes.
Alternatively, you can tick the checkbox next to a column header to automatically select all for a accounts or permissions.
Once the accounts and permissions have been selected, click the green ‘Add user >’ or ‘Update user >’ button to save the new user or the changes made to an existing user.
