This article guides you through the process of adding users on our platform. Users can be clients, patients, or employees, and their access may vary based on the type of invitation they receive.
Adding User(s)
To get started go to Users and click on the "+ Add Users" button.
Entering Email Addresses
Type or paste the email addresses of the individuals you wish to invite. Press "Return" to confirm each address.
Only valid email addresses will be recognized. Successfully added addresses will be highlighted in an orange box.
Assigning Groups and Tags
Select appropriate groups and/or tags from the dropdown menu. Users will be automatically categorized based on your selection.
Remember, a user can belong to only one group but can have multiple tags. If you don't have any groups yet, head over to Structure to add your groups and tags.
Granting Access to MySymmio
Decide whether to grant access to MySymmio post-assessment.
To grant access, check the corresponding box. This action allocates one of your purchased or included licenses to the user. Ensure you have sufficient licenses available.
Learn more about MySymmio licenses.
Once you're satisfied with the setup, click Send Invitation(s). This action dispatches an email to users, inviting them to complete the Functional Wellness Assessment.
If you selected MySymmio access, users will receive an email invitation allowing them to either download the app to complete their assessment or compete the assessments via the web platform.