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Creating new user accounts
Creating new user accounts

Create a new user account to access Solv

K
Written by Katie Belonga
Updated over 10 months ago

If a new user needs to have access to the Solv platform, creating an account can be done in a few simple steps! 

Please note new user accounts can only be created by an individual who has a Manager role.

To add a new Solv user, go to Settings > Users > Add new user and you'll then be prompted to enter the user's

  • First name

  • Last name

  • Email address (this will be their username)

  • Role (Front Office, IT Admin, Provider, Manager)

Then select the location(s) that the user needs access to, and then click on the blue "Save" button.

Each user should have their own account. Multiple users can have the access to the telemed queue (both front office and provider) at the same time. The front office staff can add notes that the provider will then be able to see when they’re in the queue, but only one user can be in the call with a patient at a time.

There are 6 user roles: Front Office, Manager, Provider, and IT Admin

Notifications available to select (only for Manger and Provider user roles):

  • Telemed booking email - receive an email when a patient schedules a Video Telemed visit

  • Telemed booking text - receive a text message when a patient schedules a Video Telemed visit 

  • Daily review summary - receive a daily email with a summary of patient reviews 

  • Weekly review summary - receive a weekly email with a summary of patient reviews 

  • Low feedback - receive an email when a patient leaves a review that is 1, 2, or 3 stars following their Video Telemed visit 

  • Payments - receive an email when a patient has paid an invoice sent through Solv

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