Adding an Existing User

When a user is added to the platform, the email address is compared to the list of existing users.  If an existing user account is found under another Account, a popup will display with the option to add the user to your Account.  Click Yes.  The user will be added and you may then designate the Role(s) and modify User Settings.

Notes

• If the user being added has the Transcriptionist role in another account then this process will verify that the user has a default account set for HR, and if not, it will designate the existing account as the HR default (e.g., Sally is a transcriptionist under STT80 and is being added to Acme.  The platform will designate STT80 as their default account for HR).  See KB687 for details.