Keeping your account secure and up to date is essential for maintaining control over your Doctify Dashboard. Whether you're onboarding a new team member or removing someone who no longer needs access, managing users is a key part of ensuring your account stays safe and organised. Regularly reviewing access helps protect your practice's data and prevents unauthorised use.
Adding a New User
As the account owner, you can easily manage users through the User Management section on your Doctify Dashboard.
To access it:
Click the Account tab.
Select "User Management."
⚠️ If this option isn’t visible, you may not have the necessary permissions. Account owners can contact our support team to adjust access rights.
To add someone, click the Add New User button, enter their details, and submit. The new user will receive an email with instructions to set up their account by creating a password. They can then log in via the Doctify website. For additional login help, check out our How to log in article.
Managing and Revoking Access
Within the same section, you can adjust user access levels or revoke access entirely if it's no longer needed.
✨ Pro Tip: Regularly review who has access to your account and remove users who no longer work at your practice. This helps maintain security and ensures only the right people can access your dashboard.