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Manage your team

Invite practitioners and front-desk staff, set roles and permissions, and manage availability.

In progress
Walkthrough video — to be recordedMore videos on YouTube
This guide is being written. The video walkthrough above is on its way. Here’s what it’ll cover — and Mana Agent can already answer most of these questions now.

What this guide will cover

  • Invite staff by email
  • Roles & permissions
  • Practitioner vs vendor/provider
Related guides
Practitioner settings
Set up each practitioner: their profile, ACC provider and vendor details, the locations they work at and their weekly roster, and how patients can book them online.
Set up your clinic
The four-step, ~5-minute setup that gets a new clinic ready: business settings, ACC certificate, practitioners and billable items.
Settings
Users & roles, templates, notifications, import/export and the audit log.
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