How to create user/staff/Admin ?
How to Add an Additional User (Doctor / Staff / Admin)
You can invite additional users to your workspace based on your purchased plan and seat type.
There are two seat types:
- Premium Seat — Can write prescriptions
- Basic Seat — Cannot write prescriptions (ideal for Admin / Staff)
Before inviting a user, ensure you check your available seats under your current plan.

- Click on Invite Users.


Fill in User Details
Enter the required details:
- Select whether the user is a Doctor or Staff
- Choose the appropriate Seat Type (Premium / Basic)
- Choose the Invite Type
- Map the Doctor and Clinic correctly from the drop down.
- Enter the user’s Email Address to send the invite link directly to their email.
After filling all details, click Save.

- Share it with the new user.

- Open the invite email and Accept Invitation

- Continue using the same login method for future access.
For this guide, we will proceed with:
➡ Continue with Username:
- Enter a Username > Set a Password > Click Sign Up

- Click Send OTP and Verify OTP

The user must:
- Enter Name
- Enter Mobile Number
- Select Country
- Click Next
Profile setup will be completed.

- Go back to User Management → Users
- You will see the new user listed there.

Important Notes
- Make sure you have available seats (Basic/Premium) before inviting a new user.
- Admin access should only be given if required.
- Ensure correct doctor & clinic mapping during invitation.
- If the user does not receive the email, check spam folder.
- Invite link can be revoked anytime from the Invite Users section.
Updated on: 28/02/2026
Thank you!