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Adding Staff Accounts and Setting Staff Security Roles

Why do I not have an access right?

Some access rights may not be available to your team as they are connected with features that may not be included in your subscription of TouchMD. If you are interested in learning more about a feature you do not have access to, please contact your TouchMD Account Manager. 

Who May Manage Settings?

Only those with the access right “Admin” may edit Settings. If you do not have access to Settings, please reach out to your manager and request access from them. If your manager is unsure how to provide manage access rights, please have them see the instructions below .


Learn how to adjust your TouchMD settings including managing your Staff List

  1. Login to dashboard.touchmd.com 
  2. Select “Settings”
  3. Select “Staff List”, Select “+”
  4. Enter staff information, select “OK”
    Email Address

    Only one user may be assigned to a single email address. For security reasons, it is recommended that each staff/provider have their own username and password. If possible, please do not utilize personal email addresses, but rather use professional email addresses connected with your practice/clinic. 

  5. Determine staff security role(s):
        • Admin: Manages all options in the Settings tab on dashboard.touchmd.com most notably the Staff List. Admins may also download a patient list (csv) on the Patient Tab.
        • Content: Manages presentation content via the Content Tab including the Welcome Email and Homework.
        • Patients: Manages & accesses all patient accounts via Consult, Snap and dashboard.touchmd.com including assigning/unassigning information, taking and managing patient photos, and performing administrative actions such as merging duplicate accounts.
        • Deploy: Installs TouchMD apps – specifically allows the user to install the patient education on the Consult app.
        • Legal: Manage consent templates*
        • Marketing: Manage Playlist and/or Blast*
        • Scheduler: Manages Schedule* (Aesthetic Record users only)

Why do I not have an access right?

*Some access rights may not be available to your team as they are connected with features that may not be included in your subscription of TouchMD. If you are interested in learning more about a feature you do not have access to, please contact your TouchMD Account Manager. 

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Updated on February 17, 2025

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