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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

  2. Click on the 'Add User' button 👇 in the top right-hand corner

  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

  4. Select their role

  5. Click 'Save'

  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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