Invite teammates and choose their role

Invite each new coworker from the Directory. They get an email with a link to set a password and join your practice. As you invite them, you choose whether they're a regular user or an administrator.

Before you start

• You need to be an organization admin to choose someone's role. Coworkers who aren't admins can invite people too, and an admin approves each one before they can sign in. See Approve join requests and find members.
• Have the person's work email address ready.

Invite a coworker

1. In the left bar, click Directory.
2. Stay on the Coworkers tab. It lists everyone in your practice and their title.
3. Click + at the top of the list. The Invite a coworker window opens.
4. Type their First Name.
5. Type their Last Name.
6. Add their Title, for example "Front desk coordinator". This is optional, and coworkers see it under their name.
7. Type their work Email. The invitation goes to this address.
8. Under Role, leave Administrator off for most people. Turn it on only if they should manage the plan, organization settings and other members.
9. Click Invite.
10. A bar says Invite sent, and their page opens in the Directory. An administrator shows an Admin badge.

The person sets a password from the email and joins your practice. A person is either an administrator or a regular user; there are no other roles.

Resend an invite

If a new hire says the email never arrived, send a fresh link.

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations.
3. Click your practice.
4. Open the Members tab.
5. Type their name or email in Search for members.
6. Find their row. Only people who haven't set up their account show a Resend invite link.
7. Click Resend invite.
8. A bar says Email invite resent successfully. Ask them to check their spam folder too.

Add several people at once

If the people you want already have BloomText accounts, for example staff moving over from another practice, add them together.

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations.
3. Click your practice. As an admin, you land on its Members tab.
4. Click Add members in the toolbar.
5. Type a name in Enter a name, email or phone number.
6. Click the person in the results. They show as a chip.
7. Search again for the next person.
8. Click them too. Pick as many people as you need.
9. Click Add.
10. A bar says Users have been invited, and everyone shows in the member list as a regular user.

Good to know

• Add members finds people who already have a BloomText account. For someone new to BloomText, use Invite a coworker above.
• People you add together all start as regular users with no title. To set a title or make someone an admin, see Change a member's role or title.
• Each active member counts toward your Team Chat plan. See Pricing and plans.
• To put new people on a team's shared inbox, see Create, edit and delete teams.

Related

• Approve join requests and find members
• Change a member's role or title, or remove them
• Create, edit and delete teams
• Administrative features