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.
Create a New Staff Profile
Creating staff profiles for doctors, assistants, and administrative personnel allows team members to customize 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.
Enter the name, mobile number, and email address for the staff member.
Note: Each Staff Profile must have a unique email and phone number
Assign the appropriate administrative rights and select the position held by the staff member.
Click Send invite.
Instruct the staff member to open the invitation email and click Join.
Have the staff member choose a password and click Continue to finalize the staff profile.
Update or Delete a Staff Profile
You can modify or remove staff member access at any time through the Account settings menu.
Navigate to the Dandy Portal homepage.
Click the gear icon (Account settings) in the top right corner.
Select Staff from the drop-down menu.
Click the pencil icon next to a specific staff profile to edit details.
Click the trashcan icon to delete a staff profile from the office account.
Reactivate a Deleted Staff Profile
If a staff member returns to the office, you can restore a previously deleted staff profile.
Access the Staff page within the Account settings menu.
Click the Deactivated members tab.
Select the checkbox next to the name of the staff member.
Click the reactivate icon to restore the staff member's access to the Dandy Portal.
Merge Profiles
Profiles cannot be merged