Practice Staff v2

Practice Staff v2

Currently, the second version of Practice Staff is available in private Beta. Please contact support if you're interested in giving it a try.
In addition to the features of the first version it allows to:
  1. Manage access to all Organisations a user is involved in and assign the appropriate role in each one

    Click on the avatar in the upper right-hand corner and open the Practice Staff page. 
    Next to the respective user, click on the  button and select Manage Organisation Access:


    Tick the checkboxes next to the Organisations to which you want to invite a user and assign the appropriate role. Then click on UPDATE:


    The user needs to accept the invitation to the Organisations:


  2. Off-board a user from all Organisations and workflows, and add a replacement

    Click on the avatar in the upper right-hand corner and open the Practice Staff page. 
    Next to the respective user, click on the  button and select Off-board:


    Choose a replacement and click on DONE:


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