Managing Your Practice's Team in SigmaMD

Whether you're growing your practice or adjusting your team setup, as an administrator on SigmaMD, you can invite new team members and deactivate existing ones directly from your Practice Settings.

Accessing Team Management

From the main menu, scroll to the bottom and click Practice Settings. Then select the Team section.

Adding Team Members

In the top-right corner, click Invite to open the invitation form.

Complete the form with the new team member’s information and click on 'Send' to send them an email with a secure link to join SigmaMD.

Editing Member Information

At any point, you can update a team member's information by clicking on the 'View details' button next to their name.

When editing other people's profiles, you'll be able to change their: role, access level, status, notification preferences, and coverage.

Other pieces of information like names, email, and phone can only be edited by the user itself from the Personal Settings screen.

Removing Team Members

To revoke a user’s access to your SigmaMD practice:

• From the Team table, find the person you want to remove and click on the 'View details' button next to their name (image above).
• Click on the status field and change it to Inactive.
  
  
• This ensures that this user will no longer be able to login and only current team members can access to sensitive practice information.

Note you can reactivate a user if needed by accessing their profile again.

As an admin, you play a vital role in keeping your practice's operations smooth and secure on SigmaMD.