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Adding Others to Help Get it Done

Step-by-Step:

1.Tap/click on the hamburger menu icon (box with three lines in the upper right-hand corner of the screen), then tap/click  on Manage Users.

2. Use the Invite Users button, then enter their email address.  They will receive an invitation via email to join your account team.  Once they have completed the 2FA verification steps, they will be able to perform all functions within Docs4MDs, except "invite other users".

3. Note:  For office managers that may wish to help more than one doctor with credentialing, they will need to create an email alias for each doctor they will be helping.  Docs4MDs uses an email address to uniquely identify a user and for that reason, only one email address can be associated with an account. Invited users can not be associated with more than one account.  This is to prevent the wrong account from being used.