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Set Up Your Team (Onboarding Step)

The Set up your team step of the onboarding wizard is where you invite the colleagues who’ll use the app — dietary staff, clinical reviewers, and feedback managers — without leaving the wizard. You don’t need an EHR connection to invite people this way.

Invite a teammate

  1. Enter the person’s Email address.
  2. Choose their Role: Feedback manager, Dietary / nutrition, or Clinical reviewer.
  3. Select Send invite. They receive an email invite to join.

Track who’s invited

The “Invited” heading shows how many colleagues have joined and how many invites are still pending. Pending invites are listed with their email and role; if none are pending, you see “No pending invites yet.” For anything more involved — granting or revoking admin access, approving an admin request, or resetting someone’s MFA — use the full staff administration page.

Finish this step

Select Mark done once you’re finished, or I’ll do this later to skip it and come back. The step also completes automatically once at least one invited colleague accepts. If you’ve already marked it done or skipped it, you see a note along with a Reopen step button in case you change your mind.

Enable EHR sign-in instead

If your hospital’s clinicians will sign in by launching the app from your EHR rather than accepting an emailed invite, use the Enable EHR sign-in section: fill in EHR FHIR base URL (iss) and choose a Default role for new staff, then select Enable EHR sign-in. Once it’s on, this step shows how many EHR-provisioned staff are active or awaiting approval instead, with a link to review requests, and a Switch back to manual invites button if you want to turn it off.