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How to add a new staff member

To add a new staff member to your organisation, simply follow this guide!

Written by Sonja Gebhardt
  1. Go to the 'My organisation' tab of the case management system
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  2. Click on the 'Add User' button 👇 in the top right-hand corner
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  3. Fill in the relevant details about the new staff member ✍️ including selecting whether they are connecting to the EMIS or SystmOne clinical system, and other information such as their name, email address, and job description
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  4. Select their role
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  5. Click 'Save' ✅
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  6. You have successfully added a new team member to your organisation! 🎉


Academy videos

Manage Your Team: Add a new staff member
Adding a new staff member from My organisation → Users

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