Skip to main content

My practitioner has not received an email for having access to SubmitKit?

How to allow your practitioners to have login access

R
Written by Richard Clarke
Updated this week

Once you have set up a practitioner in SubmitKit, if you want them to have their own login access to SubmitKit (which is advisable) you need to add them as a User as well. Here is how to add them as a user:

  1. Go to Setting-> Manage-users and devices

  2. Click the Add User button

  3. Enter first and last name, and email

  4. Select whether to give claim and invoice permission

  5. If you only want the user to view one practitioner's appointments, select the practitioner from the drop-down list. Otherwise leave it on view all practitioners

  6. Save the user

  7. The new user will be sent a confirmation email to confirm their account and then instructions on resetting their password

Note: If the user does not confirm their account in time, you will need to delete them as a user and them add them back in again.

Did this answer your question?