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Users & branches

Invite your colleagues, give each the right role, and set up extra branches.

Who can do this: Superadmin (all branches) · Branch Admin Head Internal Biomed (their branch)

Where to find it

Your facility Sidebar item
One branch Administration → Users
Several branches Administration → Branch Management (direct link) → Manage Users on a branch
Branch Admin Administration → Manage Branch

Invite a user

  1. Open the branch's users page and select Invite User.
  2. Enter their email, and optionally name and phone.
  3. Choose a role — see Roles & permissions.
    • Department Head: pick their departments.
    • Maintenance Staff: pick their trades.
  4. Optionally tick to also send an SMS.
  5. Submit.

They get an email and have 7 days to accept (see Accept an invitation). Pending invitations are listed on the users page, where you can resend or cancel them.

Inviting engineers?

Internal biomedical engineers are invited from Internal Biomeds instead — see Internal biomed team.

Change a role or remove access

On the users page, next to the person:

  • Change Role — pick the new role (and departments/trades) and save.
  • Revoke Access — removes their access to this branch. Their past records stay.

Branches

A branch is one site (hospital, clinic or satellite). Each has its own equipment, users and settings.

Task How
Add a branch Branch Management → Add New Branch (direct link). You can invite its Branch Admin at the same time.
Edit / delete Edit Branch / Delete Branch.
See a branch's equipment or users View Inventory / Manage Users.

Billing

Your plan includes one branch. Extra branches are billed per month and stay limited until paid — see Subscription & billing.