What is Practice Staff?

What is Practice Staff?

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: 
  1. Managing users
    1. Add users to Practice Staff
    2. Reinvite users
    3. Remove users from Practice Staff
    4. Assign a role
    5. View Organisations and processes
    6. Manage access to Organisations and assign Organisation-based roles
    7. Offboard users from all Organisations and workflows and add a replacement person

  2. Certification management
    1. See users' certification status and download certificates
    2. 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:
  1. To add a user, click on the ADD USER button in the left-hand corner.
  2. 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):

  3. For users who have completed certification, the certification date is displayed along with a download button:

  4. 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.
  5. 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):

  6. 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).
  1. 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:

  2. 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:

Learn more about Practice Staff here.

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