Creating and Managing Staff Profiles in the Dandy Portal

This guide outlines creating and managing staff profiles within your practice's Dandy Portal. Creating profiles for various staff members, including additional doctors, dental assistants, hygienists, and administrative personnel, is essential for efficient case management.

Importance of Staff Profiles

  • Purpose: Staff profiles allow individual team members to access, customize, and utilize the Dandy Portal, making it a valuable tool for case management.
    • Note: The account owner controls and sets staff admin rights.
  • Recommended Profiles: We strongly suggest creating profiles for every staff member who needs portal access, enhancing team coordination and portal efficiency.

Creating Staff Profiles

Step 1 - Access Account Settings

  • Navigate to 'Account settings' by clicking the gear in the top right corner of the screen.

  • On the drop-down menu, select 'Staff'

Step 2 - Add New Profiles

  • On the 'Staff' page, click on the green button in the upper right corner, 'Add new staff member' to add a new staff member.

Step 3 - Complete Profile and Set Permissions

  • For the staff member, fill out the name, mobile number, and email address they will use to manage cases with Dandy.
  • Assign administrative rights
    • Note: This will give the staff member permissions to manage practice settings
  • Select their position in the office to personalize their portal.
  • Select 'Send invite', which will send an email to the staff member to confirm and create their profile.

 

Managing and Updating Profiles

Step 1 - Navigate to the 'Staff' page

  • Navigate to 'Account settings' by clicking the gear in the top right corner of the screen.
  • On the drop-down menu, select 'Staff'

Step 2 - Edit Profile Information

  • Click the pencil icon next to each profile to edit any details.
  • Click the trash can icon next to each profile to delete a profile. 

Profile Maintenance

Regular profile management ensures that each team member can efficiently access and use the portal, contributing to the smooth operation of your practice.

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