How to Add a Staff Member and Send an Invitation

This guide walks you through the process of adding a new staff member using the Branch App, and then inviting them to your branch through the Users App.

Note: If the staff member is also a provider (e.g., a clinician), please refer to the How to Add a Provider and Send an Invitation guide as there are additional steps.

Step 1: Create a Staff Member

1. Go to Branch App.

2. Select Staff tab.

3. Click Add (+) and select Staff.

4. Complete required information:

• First Name
• Last Name
• Email Address

Optional fields (recommended for a complete profile):
– Staff profile picture
– Start date
– Contact details (phone number, address)
– eClaims credentials (if applicable)
– Digital Signature This can also be added later by the staff member via My Account.
– See How to Add a Staff Signature for more details.

5. Click Save.

Return to Staff List to update or complete profile information at any time.

Step 2: Invite the Staff Member

6. Go to Users App.

7. Click Add (+) and select Staff member.

8. Verify email address is entered correctly.

9. Select a Permission Level (e.g., Branch Admin, Reception, etc.).

10. (Optional) Add a message to invitation email.

11. Click Send.

What Happens Next

Tip: – The staff member will receive an email invitation.

• Upon accepting the invitation, they will be prompted to create a password.
• Their email address will serve as their username.
• Once setup is complete, they can log in and access the branch with the permissions assigned during the invitation process.

– The staff member will receive an email invitation.
– Upon accepting the invitation, they will be prompted to create a password.
– Their email address will serve as their username.
– Once setup is complete, they can log in and access the branch with the permissions assigned during the invitation process.