What's an organization without all of the people? In this guide, we'll cover how to invite other users to your organization. You'll need to be an "Admin" to invite new people to your organization.
Head to the "Members" area in the Admin area. In the right-hand size menu, click on your name and then select "Firm Settings."
2. Within "Firm Settings", click "Members" tab. On the Member page, select "Add Member". An empty member will appear in the data table below the "Add Member" button. Fill in the new user's email, name, and role. This will send the new user an invite email.
3. The new user that you invited will get an invitation email. They'll need to click "Accept Invitation" in that email.
Once they follow that link, they should fill in the details and click "Save & Get Started" to create their new account. After they've submitted their registration form, they'll be logged in! If the invited user does not receive the invitation email, you can resend it by navigating to the Firm Settings section, opening the Members tab, searching for the user in the member list, and clicking the mail icon next to their name. This will send a new invitation email.
If the user still does not receive the invitation email, consider the following troubleshooting steps:
Verify that the email address entered for the user is correct.
Ask the user to check their spam or junk email folder.
Ensure that your organization's email server is not blocking emails from Practice Pro. In cases where the invitation email cannot be delivered or the user is unable to access it, you can set up the user manually:
Navigate to the Firm Settings section in Practice Pro.
Open the Members tab.
Locate the user in the member list.
Change the user’s status to Active. By setting the user’s status to Active, they can log in to Practice Pro without needing the invitation email. This method is particularly useful for urgent situations or persistent email delivery issues.
Next, learn how to Add Your Organization Information