Team

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

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

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

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."

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.

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

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.

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.

How to Grant Super Admin Permissions

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: Select a Staff Member 

Find and select the staff member you want to update from the list. Click on their name to open their profile and access their permissions and settings.

Step 3: Grant Admin Permissions

Within the staff member’s profile, go to the ''Personal Details'' tab. Click the three dots in the top-right corner, then select ''Grant Admin Permissions'' from the dropdown menu to assign Super Admin access.

Step 4: Confirm Admin Access

After clicking ''Grant Admin'', a confirmation message will appear. Simply review it and confirm to apply the changes.

After confirming, the selected staff member will be granted admin access. 

To revoke admin permissions, click on the three dots again — the option will now appear as "Revoke Admin."

Now that you know how to grant Super Admin permissions, you can confidently manage your team’s access and ensure the right people have the right control.