Each subscription plan comes with a specific user plan, we understand that sometimes your clinic may become bigger or you may need to have more staff members added to your account.


Adding new staff to Smart Flow Training can be done right from your admin web account. Follow the steps below to add new staff members.


1. Go to the Settings page on your Smart Flow web account, and choose Users:


2. Here you will find a list of all Smart Flow 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 Smart Flow 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 need to be in the training process, you will have to re-enroll him/her for the training: 

hm2v2McfDNC-v5blPkJK_BRADZbHb_0QGg.png


NOTE: The cost for each additional training seat (beyond your subscription plan) is $25 per person.  


We hope you found this information useful!