Adding Staff to WoundAlly
Accessing the Office Section
1. From your Admin Account, navigate to the Office section.
2. You’ll see two options for user types: - Providers – Rendering physicians/ NPI-associated accounts (MD, NP, PA). - Staff – Non-provider team members such as administrative, billing, and clinical support.
Adding Staff
1. In the Staff section, click the red “Add Staff” button.
2. Enter the staff member’s email address and click Continue.
3. The system will prompt you to set the staff member’s access permissions.
- Toggle on each section you want them to access.
4. Choose the staff member’s role type: - Staff: Standard access to assigned areas. - Admin: Can manage staff accounts and permissions. - Super Admin: Has full access and can assign or revoke Admin privileges.
5. Once all permissions are set, click Submit. 6. The system will send an email invitation to the staff member with a link to create their account. - If the email doesn’t appear in their inbox, prompt them to check spam/junk folders. 7. After sending the invite, it will display under the Invitations section. - Invitations remain active for 5 days. - If the link expires, you’ll need to resend it.
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