- Help Center
- DP Phone
- Settings
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Getting Started
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Calendar setting and display
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Booking
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Online Consultation
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Grow your business
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Patient Management
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Finances
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Stripe Custom
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Messages and notifications
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Access to the calendar and profile
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Specialist profile
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Facility profile
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Administration and data security
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Mobile app
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DP Phone
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COVID-19
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General Practitioners
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Secretaries profile
How to create accounts for employees?
Create an account for everyone who should have access to Docplanner Phone. As a manager you can create accounts for other users with manager and employee permissions.
To add new accounts go to Docplanner Phone Settings > Permissions.
At the bottom of the list you have the option to add new users.
After selecting this option, fill out the required fields: name, email address and permissions level.
- User name can be edited later, either by manager in Permissions or by the user in the user panel.
- Email address can not be changed. User will receive the invitation to their email and will be able to finish setting up their account. The invitation is valid for 7 days. If user didn't register during this time, the invitation can be resent by clicking the "Resend" button next to the user:
- Decide whether the user should have Manager or Employee permissions. You can read more about differences in permission levels here.
Managing permissions list
You have the options to:
- rearrange the list - move users up and down on the list
- edit user names and permission levels
- delete user permissions - it's very important to take employee's access away once they stop working at your clinic. Remember about this to protect patient's data.