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.
For environments where shared access is practical, such as teams working collaboratively, you can utilise shared logins. This includes using shared email addresses to streamline teamwork and manage access effectively.
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.
Best Practices for Managing Shared Logins
When utilising shared logins, ensure you use an email address that is accessible by multiple team members. This simplifies resolving login issues and enhances team accountability when managing access.
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.
Pro Tip: You can manage multiple profiles under a single login, which is especially useful for secretaries managing multiple consultants. This feature simplifies toggling between accounts without needing individual logins for each consultant.
Managing and Revoking Access
Within the same section, you can adjust user access levels or revoke access entirely if it's no longer needed. If you are covering for another clinician or their secretary, it is essential to request access ahead of time. Provide a list of the clinicians whose referrals you need to access, ensuring permissions are properly arranged to avoid disruptions.
✨ 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.
✨ Additional Tip: For shared logins, consider using email addresses that multiple team members can access securely. This strategy enhances team coordination and simplifies user management.
Please do get in touch if you have any questions!
If you need access to patient details but lack another user’s login credentials, you can either request your own secure login or contact our support team for information retrieval through appropriate channels.