Once your organisation is set up on Heidi, managing and growing your team is straightforward. This video walks global admins through how to add users, assign roles, and get your team up and running.
Sabine, from Heidi's Customer Success team, covers:
Adding new users — inviting users to Heidi and assigning them to a specific team directly from your organisation settings, with invited users automatically gaining access to the relevant team templates upon acceptance
Roles and permissions — assigning users as an administrator, clinician, or assistant (or a combination), with each role carrying a distinct set of permissions including the ability to manage team members, modify roles, share templates, view billing, and set team policies
Bulk invitations — adding multiple users at once by entering multiple email addresses before sending invites
SSO — how the onboarding process differs when single sign-on is enabled, allowing users to access Heidi via your chosen authentication provider without manual invitation