How do I add users to Jeeve?
You can create logins for your whole team and customise the level of access they have in Jeeve Analytics.
There are two main parts to this:
1. Configure Roles
Permissions in Jeeve are allocated based on the users Role.
Each role has a varying level of access to Jeeve. This can be customised to suit your practice if required.
We have created some default permissions for the four Roles:
- Owner
- Practice Manager
- Clinician
- Staff
See configure your roles for more information.
2. Add New User
After configuring permissions, the next step is to Add the user into Jeeve.
Related Articles
User Roles in Jeeve
What permissions does each user have in Jeeve? The master login created when signing up to Jeeve has full access to the system.In addition to this, there are four user roles which can be used to create new users and control their level of Jeeve ...
Adding a New User
Each Jeeve user will require an email address to login to Jeeve. To add a user: 1. Click on Settings -> Users -> Add User 2. Enter the users name and email address 3. Select an appropriate role for this user (this determines their level of ...
What is Jeeve Analytics?
Jeeve Analytics is a cloud-based business intelligence platform designed to work side-by-side with your Practice Management and Accounting software. Your data is displayed graphically via a series of dashboards, providing you with all the important ...
What codes do I need to add to my PMS?
Some things simply cannot be tracked with your PMS. To work around this, we recommend that you create the following treatment item codes in your system - for use with Complaints, Follow-ups and Referrals. To add these, go to Location Setup --> Items ...
How current is the data in Jeeve Analytics?
The Jeeve tools on your server will ensure that your data is kept up to date. We refresh your practice management system data every hour. This automated process happens in the background while you go about your day as normal. Once you connect your ...