This feature allows Account Owners/Account Managers/User Managers to add users to a Partner account (i.e. a business account with approved Partner status).
It also gives them certain access to Practice Staff members, the subscriptions, and Organisations management as well as to the Partner Portal for:
Managing users
Add users to Practice Staff
Reinvite users
Remove users from Practice Staff
Assign a role
View Organisations and processes
Manage access to Organisations and assign Organisation-based roles
Offboard users from all Organisations and workflows and add a replacement person
Certification management
See users' certification status and download certificates
Invite users to a certification
The Practice Staff functionality is only available to Account Owners/Account Managers/User Managers. To open it, click on your Avatar in the top right-hand corner and then on Practice Staff:
This is what you can do in the Practice Staff menu:
To add a user, click on the ADD USER button in the left-hand corner.
To reinvite a user who has not yet accepted/rejected an invitation, hover over the user name and click in the Status column on REINVITE (next to their Pending status):
For users who have completed certification, the certification date is displayed along with a download button:
You can send users who are not yet certified an invitation to a certification by clicking in the Certification column and the respective user name line on SEND INVITATION.
To change a user's role in Practice Staff, click on their current role and select a different one from the drop-down list (available only to the Account Owner):
To remove a user from Practice Staff, hover over the user name and click on the
button on the right. Then select "Remove from Practice Staff":
Clicking this initiates the user's removal from Practice Staff (available only to the Account Owner).
To manage the access to all Organisations a user is involved in and assign them an Organisation-based role in each one, click on the
button next to the respective user and select "Manage Organisation access":
Then tick the checkboxes next to the Organisations to which you want to invite this user, assign the appropriate role and click on UPDATE:
The user needs to accept the invitation to these Organisations:
To offboard a user from all Organisations and workflows, and add a replacement person, click on the
button next to the respective user and select "Offboard":
Decide on a replacement person and click on DONE: