1. Navigate to https://app.aestheticrecord.com/settings/users
2. Click the settings icon
3. Click "Teammates"
4. Click "Users"
5. Click "Create User"
Tip: Side Note! If this user is tied to another AR workspace (another Practice) then you will only enter in their email address. If this is the first time the teammate will have used AR, enter in their email and their cellphone number. They will be required to enter in an OTP code upon accepting the invitation.
6. First, select their role and clinic (This is important for appointment and booking purposes!)
7. Fill in the required information
8. Choose a specific appointment color (This color differentiates the providers appointments from other providers appointments on the calendar)
9. If the provider is required to have a medical director sign off on their charts, click "Yes" and select the medical director in the dropdown menu.
Tip: Side note! Make sure the medical director's role is "Medical Director" even if they work as a provider. Toggle on "Work as a provider" if it applies
10. Add in the display name, display title, and bio for the booking portal. (This will be client facing)
11. Click "Save"
Tip: Side Note:
The user will receive an email to accept the invite. Please ask them to accept the invite.
When the user accepts the invite they will create a password.
If they are a user of another AR workspace, they will accept the invite and then enter in their OTP code and their current password for that AR workspace.
PLEASE NOTE: The user will be able to go back and forth between AR workspaces. However, there is NO connection between the Practices in which they belong. It's simply an easy way for that user to remember only 1 login and be able to toggle back and forth.
12. You can review the user's status under "Pending Invites"
Deactivate a User
13. To deactivate a user, in this same section, click on their name in the user list and click "Edit"
14. Scroll down to the bottom and click "Inactivate" and "Save"
Tip: Side note! You cannot edit a current user's profile; the system does not allow you to change the name and email. They will have to change it themselves under their profile. Also, remember, a profile MUST be unique to each person. If an employee is no longer with your practice you must inactivate them.
15. Lastly, under "Users" you can view active, inactive, and pending users.
