Creating a User (Provider, Client, Admin, Scheduler, etc.)

1. Login to your admin account and click User Management.
2. Click Create New User.
    
3. Choose the User Type (ie, patient, provider, org admin, scheduler)
4. Title is for what should come before their name (ie Dr. Justin Hoffman)
5. Enter their name and email
6. Click Add Organization and Add Location to choose where this user should be located.
   • A user can be in more than one organization and location. There is not a limit to how many. A user should not be in an org and the org under it; they should be in one or the other.
7. If desired, check the box to create a password for the user.
   1. They will not be prompted to create their own password in this case.
8. If "Send Welcome Email" is checked, an email will immediately be sent to the user inviting them to join the platform and create their own password.

Note, that if a password is created for the user, they will not be prompted to create their own password, but can reset their password anytime.

(Optional) Once a client is created, you may want to associate him/her to a provider in their organization. You can do this