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
Everyone gets their own sign-in, so nobody shares an account. Only the clinic owner can send invitations.
Steps
- Open Team in the menu and select the People tab.
- Select Add team member.
- Enter their Email and Full name.
- 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.
- If this person provides clinical care, tick Also authorized to provide clinical care and enter their NPI and prescriber phone.
- 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.