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How do I add new members to my institution?
How do I add new members to my institution?

How do I add members to my organization? What are member, manager, and owner roles?

Dot Health Support avatar
Written by Dot Health Support
Updated over a week ago

If you have looked at other Dot Connect support articles, you will have noticed that there is a common theme amongst all of Dot Connects different features. And that is simplicity. Fortunately, it is not any different when it comes to setting up Dot Connect for multiple members in an organization.

The platform allows for an organization to be created and then multiple user accounts to be associated with that organization. Each profile that is created is then given a specific role (Owner, Manager, or Member). Each role has different access restrictions as a way to ensure patient health information is secure. Here is a summary of the different roles:

Member

Manager

Owner

Can view only patient health records/requests that they created

Can view all patient health records/requests for all members of the organization

Can view all patient health records/requests for all members of the organization

Has access to all security logs

Has access to all security logs

Can modify organization wide settings

Now on to actually inviting a new user to your institution! In order to do this, you first need to go to the 'My Instituion' tab on the settings page. Then simply click 'Invite someone to my institution'. A new window will appear and you will be able to enter an email address for the new member and you can select a role for them. Then click 'Send Invitation'. Done! We will then reach out via email to the new member and get everything set up for them!

Awesome that's all there is to adding new members to your institution. If you have any other questions feel free to reach out at support@dothealth.ca!

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