Add Team Members to Your Account

• To start adding your team members select Users on the left side of your screen

• Select Add Team Members in the top right corner of your screen

• 

  You can select Provider or Staff user from the tabs at the top of this view to enter the new user information
  *NOTE: Each user must have a unique email address  

• Once complete click Add Staff Member or Add Provider and you will see your new user listed 😊

• If you are adding a staff member that needs to have administrator privileges click here for detailed instructions on how to do this (Remember: A Provider user cannot be an administrator user)

• 

  Once you have added this user they will receive an email to set up their password like shown below:

• Their username is their email address and password requirements are shown below:

• Once their password is set they are also given the option to download our DocsInk Native Desktop App! We recommend this to all of our users for a more user-friendly version of our software

• If chosen to not download the app - you can select the blue Dashboard button to continue to the browser screen

• Once the Desktop Application has been installed the icon is displayed as shown below:

• By logging in to the Desktop app or by selecting the Dashboard button they will be taken to the main Messenger screen shown below

Website View:

Desktop App View: