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Add and Removing Team Members

This article explains how to add team members to your Healium dashboard, and explains the difference in roles.

 

Click on the My Team tab in the Healium Dashboard

Team Tab

 

Click "Add Team Member"

Click Add Team Member

 

Fill out the popup form.

  1. Add their email address.
  2. Select their Role (Org Admin or Practitioner).
  3. Click Send.

1. 2. 3

Org Admins vs. Practitioners

 

They will receive an invite email automatically. But you can also copy the link in the confirmation pop-up, and text it or message it to them directly. 

Clicking the link will open the form for them to finish creating their Healium account.

QR code

 

They will receive a welcome email that looks like this.

Click the "Setup Healium Account" button.

Welcome Email

 

 

And then fill out the information in the Create Account form.

Click "Create Account"

Create Account Form

 

That's all there is to adding new team members to your Healium dashboard!

 

Removing Team Members

1. Click the 3 dots on the far right of the user's row.

Click 3 dots

2. Click "Deactivate User"

You can also click "Edit User" if you need to edit their name in the dashboard.