Add a Clinic Employee as a User

Purpose: this article explains how to add a clinic employee as a user to AIS. This article will guide you in giving the employee the same level of access that you as a franchise have to create clients, manage random programs, etc.

Step 1: Go to employees under your main account (ex. NW San Antonio)

Step 2: Add an employee

Notes:

Make sure to put in the employees email, name, phone, and set Contact Employee Status to Primary

Step 3: Unlock User Account

Step 4: Set Permissions

Step 5: Reset and Send Password