Clinia
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  • Directory Help Center
    • 🚀Getting started
      • Directory User Roles
      • Glossary
      • How do I set up my account?
      • How do I view my account information?
      • How to change the language of your Directory
      • How to contact Clinia's support team
      • Using the workspace switcher
      • What is the Directory?
    • 🔎Using the Directory
      • How to use the Directory
      • All about resources
        • Adding a new resource
        • How can I update a resource?
        • How to navigate health sectors and services within a resource
        • How to share a resource
        • What information is available about a resource
        • What is the physician's practice restriction warning?
        • Who can see a resource I added?
        • Read-only resources
      • Getting better search results
        • Consulting emergency room wait times or bed occupancy rates
        • How do I search for resources in a specific geographic location?
        • How to narrow search results for a targeted population segment
        • Looking up a practitioner or establishment
        • Resources offering online appointment booking
        • Searching for a facility by name
        • Searching for a specific service
        • Searching for professionals with the Health Sectors filter
        • Using query suggestions
        • Using search filters
        • What is the concept highlighting feature?
    • 👥Using the Administration portal
      • Adding a new user to your workspace
      • How to change a user's role
      • Managing access to the Administration portal
      • What is the Administration portal and who can access it?
    • ⚙️Troubleshooting
      • How to reset or update your password
      • I can't add a resource
      • I can't log into my account
      • I can't update a resource
      • Report inaccurate or missing information about a read-only resource
      • Why are some search filters disabled?
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  1. Directory Help Center
  2. Using the Administration portal

Adding a new user to your workspace

Learn how to add a new user to your organization’s workspace.

Last updated 2 years ago

Only an Administrator can perform this action.

To add a new user to your workspace: :

  1. In the Admin Portal, click on your organization’s name in the sidebar to the left and then select Users.

  2. Click on the blue Add User button to open the user creation window.

  3. Fill out the required information to add a new user: 1 - User’s email 2 - Preferred language selection 3 - Toggle button to give Administrator access to your organization’s workspace. 4 - Date range of the access you are granting. If it’s not applicable, simply leave blank. 5 - User role selection for the products available to your organization.

  4. Click on the blue Add button to confirm the addition.

The user will automatically receive an email invitation to set up their Clinia account.

For more information about each role’s permissions and accesses, .

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