What is "Practice staff"?

What is "Practice staff"?

This feature allows the account owner/account manager to add users to a Partner account (i.e. business account with approved Partner status) and gives them certain access to Practice staff members, the subscriptions and Organisations management, and the Partner portal for: 
  1. Managing users
    1. Add users
    2. Reinvite users
    3. Remove users
    4. Assign a role
    5. View Organisations and processes
  2. Certification management
    1. See users' certification status and download certificates
    2. Invite users to certification
The functionality of "Practice staff" is only available to the account owner/account manager once their business account has its Partner status approved. To open it, click on your Avatar in the top right-hand corner and then under the Avatar on the "Practice staff" menu:

This is what you can do in "Practice staff":
  1. To add a user, click on the "ADD NEW USER" button in the left 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 the "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 certification by clicking in the Certification column on "SEND INVITATION" next to the user name.
  5. The number in the Organisations column reflects the number of Organisations that a user has been added to in any role. Clicking that link opens a pop-up with a list of those Organisations and workflows. This information is only displayed for users who have accepted an invitation:

  6. To change a user's role, click on the respective role and select another one from the list (available only to the account owner):

  7. 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).

Learn more about Practice Staff here.

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