Company Account Set Up for Multi-Disciplinary Service Lines

 

Company Account Settings

Clients and Staff

Company Account Settings

Clients and Staff

How to Edit Details for Role Permissions

Logging in for the First Time

How to set up your Company Account

How to Add A Client

Using Custom Domains

How to Assign Clients To Staff

How to Invite A Staff Member to Log-In

 

How to Add A Staff Member

 

 

 

 

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