To create their account, here’s what you need to do in a few simple steps:

  1. Click here (or go to Settings > Security > Sub-Users on the web app)
  2. There's an “+" button at the top right, just click on that and a popup will appear. Just enter your secretary’s email and select the role. Click INVITE

Note: we usually recommend using an email address that you control, perhaps an email created for the clinic.

Your staff will receive an email from SeriousMD with a button. 

You or your staff will just need to CLICK on that button. (If not, there's no way for the system to know that you are connected) 

It will then open a page.

Enter the secretary's name and password that will be used for this sub user account.

That's it!

---

There's also an Activity Tracker just in case you want to track what all your staff has done inside the app. 😊

If you want to edit what your secretary can or cannot access, just click on "Permissions”.

Your secretary can login using any browser but we highly recommend Chrome. 

---

Do You Want to Allow iOS Access for Your Staff?

  1. Go to Sub-Users
  2. Enable Allow iOS Login then Save


Did this answer your question?