NoteSync+ | How to Add Collaborator/Team Member

This guide provides step-by-step instructions for inviting a collaborator to NoteSync+, making it easy to onboard new team members. By following the outlined steps, users can efficiently manage roles and permissions within the platform, ensuring seamless collaboration. It's an essential resource for anyone looking to enhance their team’s productivity and streamline communication in their workflow. Viewing this guide will help users navigate the invitation process effortlessly.

My Extended Team
16 steps
3 minutes

Notesyncplus

Welcome Back to NoteSync Plus! Now, let's add a collaborator to your Notesync Plus Team

Click "Invite Collaborator"

Click the "Email" field.

Add their Email, and Full Name

Select the "Admin" option.

Note: Each Access Level will have preselected permissions however you are welcome to customize the features and tools as you see fit.

Select the "PatientAssistant" option.

Click here.

Note: These permissions can be edited by an Administrator at a later time.

Click "Invite"

Click here.

Your Collaborator will receive a "Welcome to NoteSync+" Email They'll simply need to click 'Accept Invitation' to get started.

Click here.

Once their Profile is submitted, they will be redirected to Log In.

Once Logged in your collaborator is now ready to harness the power of NoteSync Plus!

Yay! We are excited to have your team fully utilize NoteSync Plus!

NoteSync+ | How to Add Collaborator/Team Member

My Extended Team
16 steps
3 minutes

Notesyncplus

Welcome Back to NoteSync Plus! Now, let's add a collaborator to your Notesync Plus Team

Click "Invite Collaborator"

Click the "Email" field.

Add their Email, and Full Name

Select the "Admin" option.

Note: Each Access Level will have preselected permissions however you are welcome to customize the features and tools as you see fit.

Select the "PatientAssistant" option.

Click here.

Note: These permissions can be edited by an Administrator at a later time.

Click "Invite"

Click here.

Your Collaborator will receive a "Welcome to NoteSync+" Email They'll simply need to click 'Accept Invitation' to get started.

Click here.

Once their Profile is submitted, they will be redirected to Log In.

Once Logged in your collaborator is now ready to harness the power of NoteSync Plus!

Yay! We are excited to have your team fully utilize NoteSync Plus!