Inviting Your Team
The final episode shows how to invite colleagues to your tenant and assign each of them the right role.
In this final episode of the series, your tenant is set up and it's time to bring in the rest of your team. We start in Settings > Users, where you can invite colleagues one at a time or upload a spreadsheet to invite several at once.
For each invitee, we show how to assign a role — such as front-desk staff, billing clerk, clinician, or administrator — and explain how those roles control what each person can see and do inside USystems. We also cover how invited users complete their own account setup once they receive the invitation email.
With your team invited and roles assigned, your organization is fully onboarded. From here, you're ready to start using USystems Atlas for real patient and billing work.
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