Skip to content
English - United States
Submit a Ticket
  • There are no suggestions because the search field is empty.

How to Add & Manage Users to Growth99

Learn how to invite team members, assign roles, and control access using role-based permissions in your Growth99 platform.

Overview

The Growth99 platform allows you to manage your team efficiently by adding users, assigning specific roles, and controlling access through role-based permissions. This ensures that each team member has the appropriate level of access to perform their job functions while maintaining security and organization.

How to Add New Users

Step 1: Access the User Management Section

  1. Log in to your Growth99 platform using your credentials
  2. Click on your photo icon located at the top right corner of the screen
  3. Click the dropdown arrow next to your photo to open the navigation menu
  4. Select "Users" from the dropdown menu

Step 2: Start Adding a New User

  1. Click the "Add new user" button to open the user creation form

Step 3: Complete User Information

Fill out the required fields in the user creation form:

Basic Information

  • Avatar: Upload a profile picture (optional)
    • Supported formats: SVG, PNG, JPG, or GIF
    • Maximum size: 800x400px
  • First Name: Enter the user's first name (required)
  • Last Name: Enter the user's last name (required)
  • Email: Enter the user's email address (required)
  • Phone: Enter the user's phone number (required)

Communication Preferences

  • Text Message Alerts: Check the box if the user consents to receive alerts via text message

Role and Access

  • Select Role: Choose the appropriate role from the dropdown menu (required)
    • Available roles include: Staff, Admin
    • Use the search function to quickly find specific roles
  • Designation: Enter the user's job title or designation (optional)
  • Description: Add any additional notes about the user (optional)

Step 4: Provider-Specific Settings (If Applicable)

If you're adding a healthcare provider or service provider:

  1. Toggle on "Is this user a provider?"
  2. Complete the additional required fields that appear:
    • Select Clinics: Choose which clinic locations this provider will be associated with
    • Select Service Category: Choose the relevant service category
    • Select Service: Specify the specific services this provider will offer

Step 5: Finalize User Creation

  1. Review all entered information for accuracy
  2. Click "Add" to create the new user account

Understanding Role-Based Permissions

Available Roles

Staff Role

  • Basic access to platform features
  • Can view and manage assigned tasks
  • Limited administrative capabilities

Admin Role

  • Full access to platform features
  • Can manage users and settings
  • Access to reports and analytics
  • Can configure business settings

Role Assignment Best Practices

  • Assign the minimum necessary permissions for each user's job function
  • Regularly review user roles to ensure they remain appropriate
  • Use the Staff role for general team members who need basic access
  • Reserve Admin roles for managers and key personnel who need full system access

Managing Provider Access

When adding providers to your system, the additional clinic and service selections ensure that:

  • Providers appear in the correct locations for appointment booking
  • Service offerings are accurately reflected in your scheduling system
  • Patients can find and book with the right providers for their needs

Tips for Success

  • Verify email addresses before adding users to ensure they receive their login credentials
  • Communicate role expectations to new users so they understand their access level
  • Keep user information up to date by regularly reviewing and updating profiles
  • Use descriptive designations to help identify team members' roles quickly

Next Steps

After adding users, you may want to:

  • Set up user-specific notifications and alerts
  • Configure appointment scheduling preferences for providers
  • Review and adjust permissions as your team grows
  • Train new users on their specific platform access and responsibilities

Need Help?

If you encounter any issues while adding or managing users, contact Growth99 support at support@growth99.com for assistance. Keep your user management organized and secure by following these best practices and regularly reviewing your team's access levels.