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. Additionally, you can add multiple administrators to share responsibilities, ensuring efficient management of the account.
If you need your staff to access the Cloud Dentistry account to communicate with professionals, assist with booking temps, or post job postings, handle billing, and more, add them as an account administrator here.
Steps:
Navigate to the Account Administrators section in your account settings and click Add Administrator.
Add the staff member's first name, last name, and email address, and set the access you'd like them to have within the account.
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.
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 visit 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. Additionally, administrators must verify their phone number to enable text notifications, ensuring they receive all critical updates.