# How to Add a User

### What this is

This guide shows you how to create a new user account for your clinic.

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### When to use this

Use this when:

* A new staff member needs access
* A user account has not been created yet

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### Before you start

Make sure:

* You have permission to add users
* You know what role the user should have

Choosing the correct role is important for access and security.

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### Steps

#### 1. Go to Users

* Open the **Users** section

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#### 2. Click “Add User”

* Select **Add User**

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#### 3. Enter user information

Fill in:

* Name
* Email address

Make sure the email is correct.

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#### 4. Assign a role

Choose the appropriate role:

* **Clinic Admin** → full clinic access
* **Manager** → oversees operations
* **Nurse** → logs visits and records usage
* **Viewer** → read-only access

👉 Only assign the level of access needed

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#### 5. Review details

Before saving, confirm:

* Name is correct
* Email is correct
* Role is correct

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#### 6. Save the user

* Click **Save**

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### After adding the user

* The user will be able to log in
* They will only see what their role allows
* They should follow the **First Login** guide

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### Common mistakes

#### Incorrect email

Double-check before saving

#### Wrong role assigned

Giving too much or too little access can cause issues

#### Creating duplicate users

Make sure the user does not already exist

### If the user cannot access something

* This is usually a role issue
* Update their role if needed

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### Important

Do not share accounts between staff.

Each user should have their own login so:

* Activity is tracked correctly
* Audit logs remain accurate