Invite your team

Wren has unlimited users, so everyone who buys, approves or receives can have their own sign-in. When you invite someone, you decide what they can do and at which locations. You can change it at any time.

To invite people you need to be an account admin, or have the Users permission.

#Invite someone

1. Open Account Settings at the foot of the sidebar and choose Users.
2. Press Add New User.
3. Under Invite via email, enter the person's email address.
4. Decide whether they are an Account Admin. Turn the switch on only for people who should manage the whole account.
5. If they are not an admin, tick their Account Permissions.
6. Under Roles per Location, choose a location, or All Locations, and tick what they may do there. Repeat for each location they work at.
7. Press Invite.

Wren emails them the invite. Until they accept it, they show under Pending Invites on the Users page.

#Choose what they can do

Account Permissions apply to the whole practice:

Roles per Location apply to the location you choose, or to all of them:

An Account Admin can do everything, everywhere, so the permission boxes are not needed for them. For more detail, see Roles and permissions.

#A typical setup

• Practice manager: Account Admin.
• Office manager who approves orders: Purchaser Level 2 at their locations, plus Users if they bring on new staff.
• Staff who restock: Purchaser Level 1, so their orders go for approval, and Inventory 1.
• Clinical staff: Inventory 1 at the location they work at, to take out what they use.

#Follow up on invites

Switch the Users page to Pending Invites to see who hasn't accepted yet and when they were invited. Press Edit to change what they will be allowed to do, or Remove User in the window to take the invite back.

#Related

• Roles and permissions
• Manage users
• Set up approvals