How do I invite coordinators in Practice?

Document created by Bridge Doc Team Employee on Oct 24, 2018Last modified by Bridge Doc Team Employee on Dec 20, 2019
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As an organization administrator, you can invite others to your organization. There are four roles you can assign someone in an organization:

  • Organization Administrator (Admin)
  • Author
  • Coordinator
  • Member

This article focuses on inviting and assigning a coordinator to your organization.

Open Org Admin Page

  Click Org Admin link

To add someone as a coordinator, select the Org Admin icon on the top of the screen.

Open Org Membership

  Click Membership Link

Click the Org Membership tab.

Invite New Member

  Click Invite button

Click the Invite Via Email button.

Select Coordinator Role

Click Coordinator option

In the Assign A Role drop-down list, click the Coordinator link.

Enter Full Name and Email Address

Type email address

Enter the full name and email address of the person you want to add to your organization as a coordinator.

Invite Member

Click Send Invite button

Click the Send Invite button. The person you invited to join as an coordinator will receive an email notifying them they have been added to your organization. The notification will include a link to the Organization. Learn more about inviting Members here.

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