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Add a staff member

Create user accounts for the people who work in your organization and assign them the roles that control which CollabKare apps and features they can use.

Before you start​

  • You need administrator access to Cloud Manager.
  • In the left menu, go to People & Access → Staff. The page lists every staff account with Name, Email, Role, and Status columns (patients are listed separately on the Patients page).

Steps​

  1. Click Add Staff Member. A dialog opens.
  2. Enter the person's details:
    • First Name (required)
    • Last Name (required)
    • Email (required) — this becomes their sign-in identity
    • Phone
  3. Select one or more roles. Available roles include Physician, Practice Manager, Front Desk Staff, Nurse, Pharmacist, Radiologist, Lab Technician, Billing, Scheduling, Care Manager, Utilization Manager, IT Support, and others. Roles decide which apps and menu items the person sees.
  4. Click Create User. The account is created immediately in your organization — no CollabKare approval is needed.

Tips / Troubleshooting​

  • Click a staff row to open that person's detail page, where you can review and update their account and roles.
  • Use Search staff... above the list to find people by name or email.
  • If a new staff member can't see a page they need, check their roles first — menu items and pages are filtered by role. Role-to-feature visibility can be reviewed on the Roles & Permissions page.
  • Clinicians who will treat patients also need a Provider profile — see Add a provider.