Adding Users

How do I delegate counting to other team members? How do I add new team members? Where do I create new users for my account?

Updated over a week ago

If you're an administrator in Inventory Ally, you can easily add new users to your clinic's Inventory Ally user list. This is a valuable step to delegate counting tasks and streamline your weekly orders. Here's a step-by-step guide on how to add new users to your Inventory Ally account.

TIP: Adding other clinic members to your Inventory Ally user list can help you efficiently delegate counting tasks. Assigning users to count specific rooms or locations simultaneously can significantly reduce the time it takes to build your weekly orders.

If you wish to enforce stronger passwords for all users, please toggle this setting before adding new users. Learn more here.

Step 1: Access "Manage Users"

  • Click on your profile picture in the top right-hand corner of the screen.

  • In the dropdown menu, select "Manage Users."

Step 2: Enter User Information

  • In the "Manage Users" section, you will find a field to enter the email address of the new user you wish to add.

  • Choose the role for the new user by selecting either "Administrator", "Hospital Administrator" or "User." If you're unsure about the roles, you can find more information about different roles here.

Step 3: Assign the User to a Hospital

  • If you have access to multiple accounts, you'll need to choose the location or locations the new user should have access to.

  • Select the appropriate boxes to assign the user to specific hospital locations where they will be responsible for entering on-hand counts.

  • Once you've made your selections, click "Create" to add the new user to your Inventory Ally account.

  • Your new user will receive a link to create a password. Please note this password creation is valid for 24 hours. Learn more here.

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