Onboarding
New employee is not receiving email invitation
When adding a new employee to Portia, ensure that the employee's email is set up prior to creating their Portia account. If this is not done, the user's invite will receive a hard bounce from our email server, and their email is automatically added ...
Team Member Profile Pictures
To upload a profile picture of a Team Member, first ensure the image is square. You can do this by taking a square screenshot of the Team Member's face. Open the Team Member's Profile page, click Choose File under Profile Photo. Upload the photo ...
Team Forms
Click on “Settings” and then “Forms”. When choosing form type, you will notice the addition of a “Team” as an option. This is the new team form that will populate within a Team Members profile. After providing the form with a name and choosing Team ...
How to add a Team (Staff) Member
Portia has various Account Types, each with its own unique permission settings. See file: Permission Matrix.xlsx attached to this article to determine which account type is best suited for your Team. Prior to creating a Portia Team account, please ...
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 ...
Setting up your Portia Account - Clinic Owner - My Profile
In this article, we will discuss how to enter your profile information. You can watch the video or follow the steps below Let’s start by setting up your Profile When you first log in, you will be brought to the main Dashboard. On the Left Menu, click ...