Anyone who will be providing care using Workflow Services workflows should be added to your account as an individual user. Adding users is done from the Workflow Services web portal.
Users can be added at either the chain level (meaning they'll have access to all store locations in your chain (if applicable) or at the individual store(s) level.
To add users to one or more individual stores, log into the web portal, follow these steps:
1. Select Users from the menu on the left side of your screen.
2. Click on Invite in the upper right-hand corner of the screen.
3. Complete the required information and assign permissions to each user. The mobile app roles you select should match the services you offer. If you don't offer Diabetes Education, or the user won't be doing Diabetes Education, don't select that.
4. Save this information.
If your organization has multiple store locations, you'll see options at the bottom of the screen, above the 'Save Changes' button to allow you to apply the changes you made to one or more store locations for that user. Once you click 'Save Changes', the user will have access to your Workflow Services account. The user will receive an email inviting them to claim their user account. For help claiming a user account please see this article.
If you add users at the 'chain' level instead, it is important to note that it will only give them access to features within the web portal itself. If that user needs to have access to the mobile app as well, that access will need to be granted using the instructions above, but you can apply the change to all stores with one click if you choose to.