Adding New Users

Last updated: June 11, 2026

You can only add users who have a user role that is the same as or with less permissions than your own.

Please refer to the training video below for a tutorial on How to Add Users:

  1. Click Admin Hub on the left-hand navigation menu.

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  1. Click Staff Overview in the Admin Hub page.

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  1. Click + Add Staff Member in the top right corner of the Staff Overview page.

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  1. On the Staff Member Information page, complete all required fields (marked by *).

    1. Under User Role, choose the role that fits the permissions you would like to give to this new user (see "User Roles”).

Adding a user who's email already exists in an existing organization

To add a user who uses the same email across multiple organizations you need to add a “+[org name]” to the email.

  • Ex. The customer uses jane-doe@health.com at Organization “Health Center” and wants to use the same email for organization “Care Center”. To create new credentials add “Care Center” and “+[org name]” to the email “jane-doe+CareCenter@health.com.

  • Be sure to use different username for each account.

    • Ex: Health Center username is jdoe and Care Center username is jane.doe

  • The user will now be able to log into both organizations using emails and the associated username:

  • The user will not be able to toggle from one organizations facility to the other organizations facility

All notifications from both organizations will be sent to jane-doe@health.com