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How to add users for Task Management
How to add users for Task Management

How to add new users to the Task Manager

Flori avatar
Written by Flori
Updated over a year ago

Add a personal touch and show your patients that you care about their well-being by giving them a phone call. This will also provide you with the opportunity to educate them on steps they can take to protect themselves and combat COVID-19. Managing timely phone calls and tasks can be more complex than email communication, especially if you are offering telehealth.

The steps below will guide you on how to grant access to your administrative staff members or other practitioners in the Task Manager.

  1. Click on Settings & User Management.


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2. Then click on New User+.
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3. Complete the user's details. You can skip the communications settings and proceed to click 'Invite to Cliniq Apps.
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They will receive an email with their login details afterward. The following security roles have access limited to the Task Manager only:

  • Admin Staff

  • Practice Manager

  • Practitioner

Cliniq Apps Site Users have access to your entire Cliniq Apps account.

If you have any questions, please chat with us using the Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps πŸš€

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