The Growth99 platform allows you to manage your team efficiently by adding users, assigning specific roles, and controlling access through role-based permissions. This ensures that each team member has the appropriate level of access to perform their job functions while maintaining security and organization.
Log in to your Growth99 platform using your credentials
Click on your photo icon located at the top right corner of the screen
Click the dropdown arrow next to your photo to open the navigation menu
Select "Users" from the dropdown menu
Click the "Add new user" button to open the user creation form
Fill out the required fields in the user creation form:
Avatar: Upload a profile picture (optional)
Supported formats: SVG, PNG, JPG, or GIF
Maximum size: 800x400px
First Name: Enter the user's first name (required)
Last Name: Enter the user's last name (required)
Email: Enter the user's email address (required)
Phone: Enter the user's phone number (required)
Text Message Alerts: Check the box if the user consents to receive alerts via text message
Select Role: Choose the appropriate role from the dropdown menu (required)
Available roles include: Staff, Admin
Use the search function to quickly find specific roles
Designation: Enter the user's job title or designation (optional)
Description: Add any additional notes about the user (optional)
If you're adding a healthcare provider or service provider:
Toggle on "Is this user a provider?"
Complete the additional required fields that appear:
Select Clinics: Choose which clinic locations this provider will be associated with
Select Service Category: Choose the relevant service category
Select Service: Specify the specific services this provider will offer
Review all entered information for accuracy
Click "Add" to create the new user account
Staff Role
Basic access to platform features
Can view and manage assigned tasks
Limited administrative capabilities
Admin Role
Full access to platform features
Can manage users and settings
Access to reports and analytics
Can configure business settings
Assign the minimum necessary permissions for each user's job function
Regularly review user roles to ensure they remain appropriate
Use the Staff role for general team members who need basic access
Reserve Admin roles for managers and key personnel who need full system access
When adding providers to your system, the additional clinic and service selections ensure that:
Providers appear in the correct locations for appointment booking
Service offerings are accurately reflected in your scheduling system
Patients can find and book with the right providers for their needs
Verify email addresses before adding users to ensure they receive their login credentials
Communicate role expectations to new users so they understand their access level
Keep user information up to date by regularly reviewing and updating profiles
Use descriptive designations to help identify team members' roles quickly
After adding users, you may want to:
Set up user-specific notifications and alerts
Configure appointment scheduling preferences for providers
Review and adjust permissions as your team grows
Train new users on their specific platform access and responsibilities
If you encounter any issues while adding or managing users, contact Growth99 support at support@growth99.com for assistance. Keep your user management organized and secure by following these best practices and regularly reviewing your team's access levels.