1. Home
  2. Dashboard
  3. Settings
  4. Adding Staff Accounts and Setting Staff Security Roles

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 staff list
        • Content: Manages presentation content
        • Patients: Manages patient accounts
        • Deploy: Installs TouchMD apps
        • Legal: Manage consent templates*
        • Marketing: Manage Playlist and/or Blast*
        • Scheduler: Manages Schedule*

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. 

Print

Updated on September 28, 2022

Was this article helpful?

Related Articles