Adding a colleague who has no account yet

• You need the Owner role. Only Owners see the Add User tab.
• Have your colleague’s full name and the email address they’ll use to sign in.
• If your colleague already has an AlloMia account, for example a manager who looks after two clinics, use Invite User instead. See Inviting a colleague who already has an account.

1. In the menu on the left, under Organization, click Members.
2. Click the Add User tab. The Create User form opens.
3. In Full Name, type your colleague’s first and last name. Use 3 to 50 characters.
4. In Email, type the email address your colleague will sign in with. Use small letters only, for example julie.tremblay@cliniquedeserables.ca.
5. In Role, click Select a role, then choose User or Owner. Choose User for most staff, such as receptionists and nurses.
6. If you like, fill in Phone Number and the boxes under Location. You can leave them empty.
7. Click Create User.

You’ll see “User created successfully”. Your colleague now appears on the Members tab, with the role you chose. To clear the form and start over, click Reset.

Not sure which role to choose? See Owner or User: who can do what.

• An email from AlloMia titled Welcome to AlloMia. It’s in English.
• In the email, your colleague clicks Set up my password and chooses a password. See Setting your password the first time.
• The email says the link works for 24 hours. Ask your colleague to use it soon, for example on their first morning.
• The email also lists “Create your organization” as a next step. Your colleague doesn’t need to do it: they’re already in your clinic account.
• After that, they sign in with their email and password. See Signing in.

Your colleague’s dashboard starts in English. They can switch it to French in their profile.

If This email is already registered appears under Email, this person already has an AlloMia account. They may work at another clinic that uses AlloMia, or they may have been in your clinic account before. No account is created and no email is sent.

Use the Invite User tab with the same email address instead. If the person was in your clinic account before and was removed, this brings them back right away. See Inviting a colleague who already has an account.

• You don’t see the Add User tab: your role is User. Ask an Owner in your clinic.
• Create User doesn’t work: look for a message under the boxes. The name needs 3 to 50 characters, and you must choose a role.
• The welcome email doesn’t arrive: ask your colleague to look in their junk or spam folder. You can’t send the welcome email again from the dashboard. Write to support@allomia.com.
• You typed the wrong email address: remove that entry (see Removing a colleague), then add your colleague again with the right address.
• Your colleague chose a password but can’t sign in: if the email address you typed had capital letters, write to support@allomia.com.