Setting up a Portia Support Account in your Clinic

Setting up a Portia Support Account in your Clinic

In this article, we will add a Team account for Portia Support. 
This will allow Portia Support to log into your Portia Instance and help you will hands-on Support questions.
You can make the account inactive at any time. 

To create a Team Account, go to the Our Team Tab.
Click Add New Team Member

Enter Portia Support for the name.
The email address will be sent to you by Portia Implementation Team.
Role - choose Clinical Director.
Location - select the default for your Clinic

Please note - this account is solely for Portia Support to log into your clinic. 

Press Add