Overview: This guide explains how to add, update, and restore staff member profiles in the Dandy Portal to ensure efficient team access and case management.
To add/edit/delete profiles in Chairside, the user needs Admin privileges.
Create a New Portal User Profile
Creating staff profiles for doctors, assistants, and administrative personnel allows team members to customise their Dandy Portal experience.
Log in to the Dandy Portal.
Click the gear icon (Account settings) located in the top right corner of the screen.
Select Staff from the drop-down menu.
Click the Add new staff member button.
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Enter the name, mobile number, and email address for the staff member.
Note: Each Staff Profile must have a unique email and phone number