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Assign/Follow Branches/Areas
Assign/Follow Branches/Areas

How to assign and follow branches and areas

Stevie McIntyre avatar
Written by Stevie McIntyre
Updated over a week ago

Add different users to your account, these users are anyone from your company who will be using the system, from coordinators through to pharmacy managers.

Click add user.

There are 3 modal tabs to complete. Enter personal details relating to the user, including their contact details and the email address the invite email will be sent to.

The locations tab is where you select the areas and branches that are assigned to this user.ย 

This means that the user is therefore following these branches/areas and so will receive applicant notifications when locums apply to any gaps in those locations.

The final tab to add address details for the user, is optional.

Note: Each tab section must be saved after any edits are made, changes will not be saved upon exiting the modal if sections are not saved.

Once added, the user will receive an invite email to the system. Once they click the link on that invite email they can set their password and login.

The user list can be filtered by job type and/or by area to make finding users easier.

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