Seeing who’s on your team

1. In the menu on the left, under Organization, click Members.
2. The Members tab opens. It lists everyone in your clinic account, and the invitations that haven’t been accepted yet.
3. If the list is long, choose 10, 20 or 50 in Rows per page at the bottom, and use the arrows to go to the next page.

Everyone in your clinic account can open this page and see the list. People with the Owner role also see three more tabs: Add User, Invite User and Time Restrictions.

• Name: the person’s name.
• Email: the email address they sign in with.
• Role: Owner or User. See Owner or User: who can do what.
• Status: Active means the person is in your clinic account. Inactive usually means they haven’t accepted their invitation yet.
• Invite Status: empty for people who are already in. Pending means the invitation is waiting for an answer. Expired means it’s too late to accept it: send it again.
• Exp. Date: for invitations only. The day the invitation stops working.
• Created At: the day the person joined your clinic account, or the date of the invitation.

A colleague you add with Add User shows Active right away, even before they choose their password.

1. Type part of a name in the Search name... box. The list changes after a moment. The search looks at names, not email addresses.
2. To see only one role, click Role next to the search box, then tick Owner or User.
3. To see everyone again, click Reset.

Some details are hidden at first: Phone, Address, City, State/Province and Country.

1. Click View at the top right of the list. This button only shows when the window is wide, for example on a computer.
2. Under Toggle columns, click a column name to show it, or click it again to hide it.
3. Do the same for each column you want.

These columns show what was typed when the person was added, or what they entered in their own profile. Your choice isn’t saved: the usual columns come back when you reload the page.

Click the three dots (⋮) at the end of a row to see what you can do:

• Copy ID: copies a code that identifies this person in AlloMia. You don’t need it for everyday tasks.
• Change Role: makes the person an Owner or a User. Only an Owner can change roles. See Owner or User: who can do what.
• Remove Member: takes the person out of your clinic account right away, with no confirmation. See Removing a colleague.
• Resend Invitation: on invitations only. Sends a new invitation email. See Inviting a colleague who already has an account.

On an invitation, the menu only shows Copy ID and Resend Invitation. You can’t edit a colleague’s details from this page. Each person can update their own name and phone number in their profile: see Your profile, language and emails.

When someone signs up for AlloMia with a work email that ends like your colleagues’ emails, for example @cliniquedeserables.ca, they may join your clinic account on their own, with the User role. This doesn’t happen with public email addresses such as Gmail. The person who created your clinic account gets an email each time it happens.

If you don’t know the person, remove them: see Removing a colleague.

• You only see the Members tab: your role is User. Ask an Owner in your clinic to add or invite people for you.
• The search doesn’t find someone: for now, the search only looks at the people on the first page of the list. Choose 50 in Rows per page, then search again.
• An invitation shows Expired: click ⋮ on that row, then Resend Invitation.
• A colleague is missing from the list: they may have been removed. To bring them back, see Inviting a colleague who already has an account.