How do I add or edit a user on my account?

Adding a new user to your workplace account

All users with any role type can view and edit the information (example: your email and mobile number) in their own user profile. Only Workplace users with the Admin and Shift Management role types can add new users to your workplace account, but only an admin can create new admins. 

1. Open the Clipboard Health app (desktop only)
2. Select Management from the left menu bar
3. Select Users
4. Select New User on the right of your screen
5. Enter your new user's information
6. Select the role you want to assign this user
7. Hit Save

Editing a user's roles and permissions

Any workplace user can edit their own information, but only Admin users can edit permissions (example: add the Shift Management role to a user with the Supervisor role - users can have more than 1 role at a time). 

1. Follow the steps 1 - 3 above. 
2. Select a user and make your desired changes
3. Scroll down and hit save to make your changes

Watch our video guide