Adding/Deactivating your Team in newmind.tech
*You will see step by step instructions with images directly below and a blue bracket at the very bottom with step by step instructions without images.*
Step 1: Go to "newmind.tech" > on the top right of the screen click "Log in" and sign in with your credentials.
Step 2: Top right click your profile bubble (red circle to show) > click "Team"
Step 3: You'll be brought to this screen below, lets start with "Manager User Seats" > +/add however many users you'll need > Update Subscription. This will give you the availability to "add users"
Step 4: Click "+ Add a New Member" > Add your technicians name and email > Select the correct location(s) the tech will have access to > Save Changes > The technician will receive an email to create a password.
-if you have multiple locations, select the location(s) this tech will have access to in "select location access")
Additional Options under Teams/Step 5: Find the User you're wanting to edit, click their edit pencil. You can update location access or deactivate the user.
Updating the location > Click/Unlick locations > Save changes.
Deactivating a member > Click Deactivate Member > Refresh page > Under "Manage Team" it shoud say " You have 1 User Seats open for new members"
**Adding user accounts on your NewMind.tech account ensures the safety of your business and clients - Technicians won't have your master account access (cannot add subscriptions or add items to subscriptions like users, locations, licenses) as well if they leave your practice you can swiftly delete their account with the safety of your clients in mind as well as knowing your own password is still safe**
Step by Step Instructions - No Pictures
Step 1: Go to "newmind.tech" > on the top right of the screen click "Log in" and sign in with your credentials.
Step 2: Top right click your profile bubble > click "Team"
Step 3: You'll be brought to this screen below, lets start with "Manager User Seats" > +/add however many users you'll need > Update Subscription. This will give you the availability to "add users"
Step 4: Click "+ Add a New Member" > Add your technicians name and email > Select ALL location(s) the tech will have access to > Save Changes > Technician will receive an email to create a password.
Additional Options under Teams/Step 5: Find the User you're wanting to edit > Click their edit pencil > You can update/remove location access or deactivate technician. Updating the location access > Click/Unclick locations > Save changes. Deactivating a technician > Click deactivate Member > Refresh page > Under "Manage Team" it should say "You have 1 User Seats open for new members"
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