How do we add more staff for Training?
Modified on: Mon, 7 Dec, 2020 at 5:59 AM
Each subscription plan includes several training places, however, we understand that your clinic may need more trained staff to be added to your account later. Adding new staff to SmartFlow Training can be done right from your admin web account:
1. Go to the Settings page on your SmartFlow web account, and choose Users:
2. Here you will find a list of all SmartFlow users. Navigate to the bottom of the list. Enter the new users First and Last Name along with the email address and Role you wish them to have. Please view a list of available Roles HERE.
3. Once all the information has been entered click on Save at the bottom of the page. Then you will see a pop-up window and will be able to choose Add Users or Add Users with Training (We recommend that all users complete the training). Select the option to enroll into training and they will be added right away. A log-in email will be sent to the staff member automatically:
Remember, you can change a staff members role anytime from the admin SmartFlow web account > Settings > Users tab. Whatever role they are assigned when registered for training will correspond to the training course they will receive (please find more details HERE). Owing to this, if you are unsure which role to select, choose a role with more permissions for training, then consider "down grading" the role later if needed.
To change the role, find the desired staff member and press the arrow on the drop-down menu and re-assign the user to the new role. Keep in mind that if the user still needs to be in the training process, you will have to re-enroll him/her for the training:
We hope you found this information useful!
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