How to Add a Team Member to Your Docnote Account and Set Their Role and Permissions
You can add team members to your existing Docnote office account at any time. Here's how to invite a new user and configure their access.
You can add team members to your existing Docnote office account at any time. Here's how to invite a new user and configure their access.
Steps to add a team member:
- Log in to your Docnote account and select Team from the left-hand menu.
- Select the "Invite User" button.
- Fill in the following required fields:
- First Name
- Last Name
- Office — select the office you are adding them to
- Job Title — select from the following options:
- Locum
- Physician
- Physician Assistant
- Nurse Practitioner
- Nurse
- Receptionist
- Medical Office Administrator
- Bookkeeper
- Other
- Role — select one of the following:
- Office Superuser — full access to all office settings and features
- Accounting — access limited to billing and financial functions
- User — standard access based on assigned permissions
- Assign the appropriate Permissions for this team member:
| Permission | Description |
|---|---|
| Edit Office | Ability to update office details and settings |
| Edit Users | Ability to add and manage team members |
| Edit Services | Ability to add and edit services and fees |
| Sign Forms | Ability to sign documents and forms |
| View Reports | Ability to view office reports |
| View/Edit Finance | Ability to view and manage financial information |
| Edit Requests | Ability to create and manage patient requests |
| Legal | Access to legal documents and agreements |
| Primary Care Provider | Designates the user as a primary care provider |
.Once all fields are completed, send the invitation. The team member will receive an email invitation to activate their account and create their password.
💡 Primary Care Providers: If the Primary Care Provider permission is selected for a team member — regardless of their job title (e.g. Physician, Nurse Practitioner, Locum, etc.) — they will be required to enter their Medical Practitioner Number (e.g. CPSO, CPSBC, CPSNS, etc.) and upload their signature as part of their account activation.
💡 Tip: Take care when assigning roles and permissions — only grant access that is necessary for each team member's responsibilities.
⚠️ Note: Fields marked with an asterisk (*) are required.