Inviting Additional Users

INVITING ADDITIONAL STAFF/USERS TO YOUR ACCOUNT

STEP 1: Navigate to the “Staff & Users” tab within the Account Settings section.

STEP 2: Select the appropriate tab for the type of staff member you’d like to add to your account.

• Professionals (additional $19/month per user)
  
• Non-Clinical Staff (unlimited users free of charge)
  

STEP 3: Click the +Add New [Professional/Non-Clinical Staff] button.

STEP 4: Invite a user to create their staff profile.

• Enter the staff member’s first and last name and the email address that they’d like associated with their account.
  
  • The staff member will then receive an email from My Best Practice inviting them to join your account (example email below). 

STEP 5: Configure the new user's settings. 

The following guide outlines the various user settings for professionals and non-clinical staff members: Configuring Staff & User Settings

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