Invite your team

Send each person who works at your clinic their own Oben sign-in, with the right access role.

Who can do this
The clinic owner
Where in Oben
/team/people

Saved in this browser only, so every article can open its screen.

Everyone gets their own sign-in, so nobody shares an account. Only the clinic owner can send invitations.

Steps

  1. Open Team in the menu and select the People tab.
  2. Select Add team member.
  3. Enter their Email and Full name.
  4. Under Choose a role…, pick the access role that fits their job, such as Front Desk or Manager. Your clinic's own roles appear here too.
  5. If this person provides clinical care, tick Also authorized to provide clinical care and enter their NPI and prescriber phone.
  6. Select Send invitation.

They get their account details by email. Until they sign in for the first time, they show as invited in Staff accounts.

Good to know

  • If someone did not get their email, open Actions ··· on their row and select Resend invitation.
  • You can also invite people from the Invite your team step in Launch.
  • An access role decides what someone can see and do. Clinical authority is separate and is never granted by the role alone.
  • Managers can see People but cannot send invitations.
  • The owner, and roles given Edit public profiles, see Public profile under each person's name, to publish what patients and the clinic's assistants see about them.