🧑‍💼 How to Add a New User

The first thing you need to do when someone joins your team, who needs access to any page(s) on Athelas Insights, is add them as a User.

From the My Practice page, navigate to the Team Setting tab and click ‘Add New User.’

Fill out the form with their basic information.

You’ll then have the option to select their role within your practice - Administrator, Billing Manager, Staff, or Single Provider.

This is a key step, as Insights modifies which pages are accessible to users in specific roles by default. You can manually adjust which pages are accessible to this user by selecting or deselecting the corresponding boxes, if you like.

In this example, we are adding an Administrator.

Be sure to click ‘Save’ at the top of this window when you’re done.

You will see your new user listed under their role on the Team Setting tab, and you can edit or delete their account from here.

📢 We’re here to help! Please contact your account manager if you would like some hands-on assistance.