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.