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Settings

Users & roles, templates, notifications, import/export and the audit log.

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

  • Users & roles
  • Templates & notifications
  • Import / export
  • Audit log
Related guides
Privacy & security
Data protection, two-factor authentication, and patient data export or deletion.
Manage your team
Invite practitioners and front-desk staff, set roles and permissions, and manage availability.
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