Team

How to Create a Team Member

Do you have a new member of staff starting at your clinic? You’ll need to add them to Pabau as a new user.

Step 1: Navigate to the Team feature

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on "Team" again.

Step 2: Click on New Staff Member 

Click on the "New Staff Member" in the top right corner of the page. You will first need to select the default location for this user.

If they work in multiple locations, click on "This team member works at other locations" to reveal a list of all your locations. Select all the locations where they'll be working.

Next, fill out the basic user details - first name, last name, email, and staff title.

The email you enter here will serve as the user's login email. They will receive a confirmation email to finalize the account creation process.

Step 3: Set Permissions

After you've filled out the basic user details, click on the "Set permissions" button in the top right corner.

Permissions define what this user will be able to do in the Pabau account. You can either select No Role, and set the permissions manually, or select one of your existing roles.

NOTE: To learn more about roles, read our How to Create a Role article.   

 

How to Edit a Team Member

This article covers how to edit a staff member in Pabau. Once users are created, you can easily customize and modify their profiles to fit your specific needs. 

Step 2: Edit the User Settings

Click on the user you want to edit. The user settings are organized into four tabs for ease of access:

Personal Details: Update the user’s name, email, bio, signature, and any additional information.

Services: Adjust the services this user can perform. Manage their ability to offer services, sell products, appear on the calendar, and accept online bookings. Toggles enabled will reflect as icons beneath the user name.

Permissions: Alter the current role or permissions of the user. 

Locations: Select the user's primary location and any additional locations they can be booked in. 

Step 3: Save changes

After making the necessary adjustments, click on "Save Changes" in the top right corner to confirm.

How to Reactivate a Team Member's Account

This article explains how you can reactivate a staff member on your Pabau account.

Step 1: Navigate to Team

Start by logging into your Pabau account using your login credentials. Then, expand the Team tab on the left sidebar menu. Click Team to access the staff members. 

Step 2: Filter Team Members

To view the deactivated accounts of staff members, navigate to the 'Filter' button at the top right corner. Click the 'Inactive' status and 'Apply' to show the results. 

Step 3: Reactivate Staff Member

Find the staff member's account you want to reactivate, click on their name to view the details, and then click the three dots in the top right corner. The 'Reactivate' option will appear for you to select.

By following these steps, you can reactivate a staff member's account in Pabau.

How to Send a Password Reset Email to a Team Member

This article shows you how to send a password reset email to a team member in Pabau, so they can easily update or recover their password.

Step 1: Access Team Settings

Begin by logging into your Pabau account using your credentials. Once logged in, navigate to the "Team" section in the left sidebar menu. Then, click on "Team" again to access the team management features.

Step 2: Selecting the Team Member

Within the "People" tab of the Team feature, locate the profile of the team member to whom you wish to send a reset password email. Click on the profile of the team member to open their user profile.

Step 3: Sending the Reset Password Email

In the user's profile, locate and click on the three-dot icon located on the right side, next to the "Customize Fields" button.

From the dropdown menu that appears, select the option labeled "Send reset password email."

Once the email is sent, the team member can simply click on the link provided in the message to initiate the password reset process for their Pabau account.

How to Set Up Your Personal Details

Manage and customize personal details for your team members in Pabau with the following simple steps.

Step 1: Navigate to the Team feature

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Next, click on the staff member whose personal details you wish to edit.

Step 2: User Management Options

You can add a photo of the user by clicking on the avatar next to their name.

Access additional options by clicking on the three dots in the top right corner, next to "Customize Fields", where you can:

• Send a reset password email to the staff member
• Grant or revoke admin access
• Deactivate the staff member

Step 3: Customize Displayed Fields

Tailor the fields displayed for all employees by clicking on the "Customize fields" button on the right of the Team page. Add, remove, and reorder available fields based on your preferences.

Key details about the Bio and Prescription Info fields:

The Bio field plays a key role in your Online Bookings portal. Any details you include here about your staff can be showcased in Online Bookings, giving clients more information about your team.

The Prescription Info field is essential for prescribers. Ensure it's completed with the prescriber's credentials, enabling them to create prescriptions in Pabau. These credentials will be visibly presented at the bottom of each prescription.

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How to Set Staff Permissions

In Pabau, customizing staff permissions ensures your team has the right access. While permissions are initially set up during user creation, this article shows you how to edit them later.

Step 1: Navigate to the Team feature

Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Click on the user whose permissions you wish to edit. 

Step 2: Access User Permissions

Click on the user whose permissions you want to edit, then select "Permissions".

Step 3: Set Up Permissions

In the Permissions section, there are various permission categories, which correspond to the main features in Pabau. Click on each category to see the specific permissions it includes.

Hover over the question mark next to each permission to understand what actions it allows within the system.

To disable a specific permission, toggle the blue button to grey. To disable all permissions within a category, use the "Uncheck All" button.

To enable a specific permission, toggle the grey button to blue. To enable all permissions within a category, use the "Check All" button.

Step 4: Assign a Role

Alternatively, you can assign a role to the team member. This automatically assigns the permissions associated with that specific role.

For more details on setting up roles, please read this article.

Step 5: Save Changes

Once adjustments are made, click on "Save Changes" in the top right corner to apply and save the modified permissions.

By following these steps, you can easily customize and manage user permissions in Pabau, ensuring your team has the appropriate access to the features they need. 

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How to Set Up a Prescriber

In Pabau, you can add your team’s prescription details, so their credentials are automatically included on prescriptions. Follow the steps below to set up a prescriber.

Step 1: Accessing Team Settings

Begin by logging into your Pabau account. Navigate to the "Team" section in the left sidebar menu and select "Team" once again.

 

 

Step 2: Adding Prescription Info

Click on the team member for whom you want to add prescription information. If the "Prescription Info" field is not visible, click on "Customize Fields" in the top right corner, then select "Add Fields".

This action will reveal fields that are not currently displayed in the Personal Details section. Locate and click on "Prescription Info" to add it to the list, then click on "Save".

 

 

NOTE: For US practices, additional fields such as DEA and NPI can also be added as needed.

The newly added fields will now be visible in the Personal Details section for all team members.

Step 3: Providing Prescribing Credentials

In the Personal Details section for the selected team member, input relevant credentials such as your GMC number or any other qualifications necessary for prescribing.

Ensure all required information is accurately entered, then click on "Save Changes" in the top right corner.

Moving forward, each time you create a prescription, your prescribing credentials will automatically appear at the bottom of the prescription, providing clear verification of the prescriber's identity and qualifications.

By following these steps, you can easily add prescription information and credentials to team members' profiles, ensuring all necessary details are included for prescribing activities.

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How to Assign a Department to a Team Member

In this guide, we’ll show you how to assign departments to team members.

Step 1: Navigate to the Team Feature

Start by logging into your Pabau account. Once you're in, click on Team in the left sidebar menu, then click "Team" again. 

 

 

Step 2: Assign a Department to a Team Member

Once you've created your practice's departments, choose the team member to add or update their department. Navigate to the "Department" field under their Personal Details section. Choose the correct department, then click "Save Changes" in the top right corner.

Step 3: Check Customize Fields 

If you can't find the Department field in the Personal Details section of the team member's profile, click on Customize Fields in the top right corner of the user profile, then select "Add Fields".

Find "Department", click on it, and save the changes by clicking "Save".

 

 

That’s it! You’ve now successfully assigned a department to your team member, helping to keep your practice organized and streamlined. 

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How to Assign Job Titles to Team Members

 
In this guide, we'll show you how to assign job titles to your team members, helping to clearly define roles and responsibilities within your practice.

Step 1: Navigate to Team

Start by logging into your Pabau account. Once you're in, navigate to "Team" in the left sidebar menu, then select "Team" again.

Step 2: Assign a Job Title to a Team Member 

Once you've created your job titles, select the team member you want to assign one to. In the "Staff Title" field, choose the appropriate job title, then click "Save Changes" in the top right corner.
 

Step 3: View the Job Title

Once you've assigned the job title to the staff member, you'll find it listed under their profile in the Team feature.

 

By following these steps, you can easily assign job titles to your team members. 

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How to Add Staff Signatures

In this guide, we'll explain how to add a signature to your staff member profile in Pabau, which can then be used to quickly sign forms.

Step 1: Navigate to Team

Log into your Pabau account with your credentials, then expand the Team tab in the left sidebar menu and click "Team" to access your staff list.

 

 

Step 2: Add Signature

On the Team page, click your name to open your profile. Scroll down to the bottom of the page to find the signature field.

 

Simply draw in the field, and if you make a mistake, use the options at the top to erase, undo, or redo your signature.

Step 3: Save Changes

Once you’ve added your signature, scroll to the top and click the "Save Changes" button in the top right corner to finalize.

 

You can now use your saved signature to quickly sign forms by following the steps in this article.

By following these steps, you can add a signature to your profile in Pabau.

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How to Quick Sign Medical Forms

In this article, we’ll show you how to quickly sign medical forms using the signature saved in your Pabau profile.

Step 1: Navigate to Medical Forms

Start by logging into your Pabau account using your login credentials. Then, navigate to the Clinical section, where you can find the Medical Form Templates feature.

 

 

Step 2: Configure Signature Field 

When creating or editing a medical form template, add a signature field by dragging the signature component into the form and clicking to edit it.

When editing the component, click the Advanced Settings button to reveal more options. 

Select "Employee" or "Prescriber" to be able to quickly sign a form when prescribing or signing any form. Then, click "Save component."

Once you've configured your medical form, click the button in the top right corner of the screen. It will either say "Create" if you're making a new form or "Save Changes" if you're editing an existing one.

Step 3: Add Your Signature

After you've added the signature component to all relevant medical forms, navigate to the "Team" feature and add your signature to your profile by following the steps provided in this guide.

Step 4: Quick-sign forms

From now on, whenever you are creating medical forms that require your signature, and they contain an employee or prescriber signature field, you can quick-sign by clicking on "Quick Sign" right above the field.

The signature saved in your staff profile will automatically populate in the field.

By following these steps, you can easily sign forms without having to manually sign each time.

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How to Upload Staff Documents

Step 1: Navigate to Team

Log into your Pabau account and navigate to Team in the left sidebar menu, then click on "Team" again.

 

 

Step 2: Open the Staff Profile

Under the People tab in Team, locate and click on the user profile for the staff member you want to upload documents for. In their profile, select "Documents" from the left sidebar menu.

Step 3: Create a Document Folder

To keep documents organized, create a folder that categorizes the documents you’ll add (e.g., Certificates or Contracts). Any folder you create in one profile will appear in all staff profiles.

Click on "Create Folder", enter a name for the folder, then click "Add Folder" to save it.

Step 4: Upload the Document

Once a folder is in place, you can start uploading documents. Click on "Upload" in the top-right corner.

In the upload section, either drag and drop the file or click "Upload" to select it from your computer.

Select the folder for the file and enter a name for the document.

NOTE: The document acknowledgment, sharing, and expiration functionalities will be available soon.

Step 6: Finalize the Upload

When everything is set, click "Upload" to complete the process.

By following these steps, you can upload staff documents in Pabau.

 

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