Adding your Team

How to add team members on PERIOPSIS Portal

Designed with collaboration in mind, the PERIOPSIS Portal can be accessed by multiple accounts on the same contract. This article will walk you through the process of setting up your team on your PERIOPSIS account.

Here’s how to add new team members and manage their permissions:

1. Access Admin page: Begin by clicking the “Admin” icon on your screen. This action opens the Admin page, where you can manage all aspects related to users and permissions. You’ll notice three tabs: “Contracts,” “Users,” and “Invoices/Receipts.” Click on the “Users” tab to proceed. This section displays all current authorized users under the selected contract.

Note: Only users with admin permissions have the authority to manage the company’s profile and add people to your company’s account.

2. Review Current Users: In the “Users” tab, you can see the list of users currently authorized under your contract. Standard packages allow up to 5 users per contract..
3. Add a New User: To add a new member in your team, fill in the necessary information you see in the New Organization User Form and press “Add User” to register the user within the PERIOPSIS Portal.
4. Assign Users to the Current Contract After registering the new user(s), select one or multiple users to add to the Users on Current Contract. Initially, newly added users will have no “Actions” and “Admin” authorization. Assign Authorizations according to the different roles, using the checkboxes you see on the left of the added users. Options include “Actions”, providing standard access to the user, and “Admin”, access, for Administrator access to the contract. Click the “Update” button to confirm the updates.

Note: Detailed information about each authorization type is provided. Simply hover your mouse over the info (i) icon at the top right of the Actions and Admin columns to learn more.