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How can my staff access the Cloud Dentistry account?

Creating Account Administrators

Written by Cloud Dentistry
Updated this week

Creating an account administrator allows your staff to have their own login, set their own notification settings, and have their own identity within the account. You are able to limit the access each administrator has to the account.

If you need your staff to access the Cloud Dentistry account to communicate with professionals, assist with booking temps, or pos tjob postings, add them as an account administrator here.

Steps:

  1. Add the staff's first name, last name, and email address, and set the access you'd like them have within the account.

  2. The admin will then receive a verification email. This confirmation link must be clicked for access to start and to set a password. If the link expires, you can resend the verification email directly from the account administrator's page.

  3. Once the account admin verifies their email and creates a password, they will be able to log in and access the dashboard.

We highly suggest that the account admin visits the "Notifications Settings" to add their own mobile number and turn ON notifications they'd like to receive. This will keep the office staff from missing important notifications for bookings, messages, etc.

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