You can create logins for your whole team and customise the level of access they have in Jeeve Analytics.
There are two main parts to this:
1. Configure Roles
Permissions in Jeeve are allocated based on the users Role.
Each role has a varying level of access to Jeeve. This can be customised to suit your practice if required.
We have created some default permissions for the four Roles:
- Owner
- Practice Manager
- Clinician
- Staff
See configuring your roles for more information.
Permissions in Jeeve are allocated based on the users Role.
Each role has a varying level of access to Jeeve. This can be customised to suit your practice if required.
We have created some default permissions for the four Roles:
- Owner
- Practice Manager
- Clinician
- Staff
See configuring your roles for more information.
2. Invite new users
Once you have configured your roles appropriately, adding new users is a simple process that triggers an email to the user inviting them to login.
See adding a new user for more information.
Once you have configured your roles appropriately, adding new users is a simple process that triggers an email to the user inviting them to login.
See adding a new user for more information.
