Inviting Members

From the Invite a Member page, you can add new users to the app.

When inviting a new member, you'll be prompted to complete the following information:

Email address (if you're inviting via email, enter the user's email address).
Phone Number (you should only invite via email or phone, not both).
External ID (if you wish to associated this user an electronic medical record ID, you can input it here).
Team (select which team this member should belong to). Occasionally someone may need to be a member of two teams. If so, you can check membership to multiple teams.
Role on team (select which role type this member should have). Information on roles can be found here.
Began treatment date.
Left treatment date (these can be used for timing automated survey cadences).

Once entered, the email or SMS will be sent to that address. Our system will send the first message immediately, then after 5 days if there has been no response, we'll send another (updated) message, and a final message after 7 additional days of no response.

Additional questions about inviting new members? Reach out to us at support@shoutout.com.