Adding new Staff accounts
- *Only users with Administrator accounts can manage other staff accounts*
- Log into your Admin account at https://www.neurovisualtrainer.com
- From the MY CLINIC page, click STAFF near the top right of the screen:
On the next screen, looking the blue INVITE NEW STAFF button. Click it.
- Enter your staff member's name and email address.
- Add a personal message if you like.
- Select Staff or Administrator.
- All Staff accounts can see and access all Patient accounts.
- Administrator accounts can manage other Staff accounts and Billing.
- Click the blue INVITE USER button at the bottom left to send your invitation.
- Once invited, the pending invitation and its status is shown in the STAFF popup window:
- Your new Staff member will receive an email with a link that they can use to create their account. They will be prompted to set a password. Once they've set a password, they will be able to log into your NeuroVisual Trainer clinic account.
Troubleshooting email delivery
Email is an imperfect technology, and don't always get delivered correctly. If this is the case, have the invitee look for the email in their spam or "promotions" folders.
The status of the email delivery can be found on your clinic page on the line for that patient.
| Delivered | The email has been delivered to the patient, but it has not yet been opened. |
| Email Opened | The email has been opened by the patient, but the link to create their account has not been clicked. |
| Link Clicked | The user has clicked the "Accept Invitation" link to create their account, but hasn't created a password to complete their account creation. |
| In Progress | Email delivery is in progress and is taking longer than expected. Check back in an hour or two. |
| Marked as Spam | The invitation email has been erroneously marked as spam. Have the patient check their spam folder and mark it as not-spam. |
| Delivery Failed | The email delivery failed. Edit the invitation by clicking the "pencil" icon, double-check that the patient's email address is correct and click "INVITE USER" to try sending another email. |
Invitation Codes
- If they have any difficulty retrieving their email invitation, you can bypass the email by using their unique Invitation Code, an 8-digit code found next to their name in the STAFF tab.
- Once you have given them their invitation code, they simply enter it at neurovisualtrainer.com/code, or by clicking "Redeem Code" on the NeuroVisual Trainer homepage.
Resending Email
- You can resend an invitation email by clicking the "pencil" icon on the pending invitation line, then clicking "UPDATE INVITE AND RESEND"
Deleting Invitations
- You can delete an unaccepted invitation by clicking the red trash icon on their line.
