Add Your Users to the Patient Prism System

Company Admins and Location Managers can modify their user list. They can add users to the locations they are associated with, as well as modify their roles.

There are two types of users you may want to consider adding to Patient Prism:

1. Admin / Managers

   These users will be able to view data, access reports, and manage account settings, including number creation and user management.
   – Assign the User Role as Company Administrator or Location Manager.

2. Call answering agents

   These users answer phone calls and can be assigned as the person who handled the call, which appears in reporting.
   – Assign the User Role as Location Lead or Standard User.
   – You can set them as the agent who answers the call in the system.

   🎥 A short video walkthrough is available below:

Adding a New User

Company Administrators and Location Managers can manage the user list.

Follow the below steps to add a user:

Steps	Visual Representation
1. Go to the Manage dropdown on the left-side panel and select Users: next-web.patientprism.com/manage/users
2. Click + Create in the top right of your screen.
3. Fill out the user's details: Full Name – The name shown on their account Email – Used to log in and receive alerts (if configured) Phone Number (optional) – For SMS alerts (if enabled) Call Handler – This should be enabled for agents who actively handle calls Timezone – Filters reports to the user's time zone
4. In the next window, click + Assign A Company.
5. In the modal that appears: Select the Company, Role, and Locations for the user. Check All Locations if they should be assigned to all current and future locations tied to the company. Click Add Company
6. You can now either assign another company or create the user. When you're ready, click Create User to send an invitation email prompting the user to set their password. If any issues occur setting a password, please use this guide to assist: Reset Password Article

The next article will explain how to set up call tracking in the Patient Prism system:
👉 Create Tracking Phone Numbers to Analyze Calls When Dialed