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1

Navigate to Settings

From your main dashboard, click the Settings menu in the navigation bar.ADHD Simple Dashboard
2

Select User Management

In the Settings menu, click User Management to view your current team members.Settings Page Navigation
3

Review Current Team

You’ll see a list of all current users with their:
  • Names and email addresses
  • System roles (Owner, Admin, Doctor)
  • Healthcare positions
  • Account status (Active/Deactivated)
User Management Page
4

Click Add User

In the top-right corner of the User Management page, click the Add User button.
Permission Required: Only clinic owners and administrators can invite new team members. If you don’t see the “Add User” button, contact your clinic owner to request admin access.
5

Fill in Personal Details

Complete the user’s personal information:
  • First Name: Enter the user’s first name
  • Last Name: Enter the user’s last name
  • Email Address: This is where the invitation will be sent
Add User Dialog Form
Make sure the email address is correct - the invitation will be sent here and cannot be changed after sending.
6

Select System Role

Choose the appropriate system role:
  • Doctor: Standard healthcare provider access
  • Admin: Administrative access (only available to clinic owners)
System Role Options
Admin option will only appear if you’re a clinic owner. Regular admins can only invite doctors.
7

Choose Healthcare Position

Select from the predefined healthcare positions:
  • Consultant Psychiatrist
  • General Practitioner
  • Clinical Nurse Specialist
  • Practice Manager
  • Pharmacist
  • Clinical Psychologist
  • Mental Health Nurse
  • Healthcare Assistant
  • Practice Nurse
  • Other Healthcare Professional
Healthcare Position Options
8

Send the Invitation

Click Send Invitation to email the invitation to the new user.The system will:
  • Send an invitation email immediately
  • Display a success message
  • Add the user to your pending invitations list

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User Roles and Permissions

Full System Access
  • Invite and manage all user types (doctors and admins)
  • Access all clinic settings and configuration
  • Manage clinic payment settings and delivery options
  • View audit logs and compliance reports
  • Cannot be assigned through invitations (set during clinic setup)
Administrative Access
  • Invite new doctors (cannot invite other admins)
  • Manage patient records and prescriptions
  • Access user management settings
  • Configure clinic pickup addresses
  • View clinic performance data
  • Cannot: Invite admin users or access financial settings
Clinical Access
  • Manage patient records and clinical data
  • Create and manage prescriptions
  • Access medication library
  • Generate prescription labels
  • View patient compliance and titration data
  • Cannot: Invite users or modify clinic settings

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Invitation Process for New Users

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What the Invited User Receives

When you send an invitation, the new user will receive an email containing:
  1. Welcome Message: Introduction to ADHD Simple clinic
  2. Invitation Link: Secure link to set up their account
  3. Clinic Information: Your clinic name and inviting doctor details
  4. Next Steps: Clear instructions for account setup

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Account Setup Process

The invited user must complete these steps:
1

Click Invitation Link

User clicks the secure link in their invitation email
2

Set Password

Create a secure password meeting these requirements:
  • At least 8 characters long
  • Contains uppercase and lowercase letters
  • Includes at least one number
  • Contains at least one special character
3

Complete Profile

Fill in additional profile information and preferences
4

Setup Two-Factor Authentication

Configure 2FA using an authenticator app for enhanced security
5

Access Dashboard

Once complete, they can access the clinic dashboard with their assigned permissions