• In the top right corner select Add User
  • There are two User types -  Staff and Provider - These tabs are at the top of the popup screen when you click ‘Add User’
  • If you are adding a staff member that needs to have administrator privileges check the box at the bottom of the Staff Member screen next to Make administrator (Reminder: A Provider user cannot be an administrator user)
  • Once you have added this user they will receive an email to set their password like shown below:
  • Their username is their email address and password requirements are shown below
  • Once their password is set they are also given the option to download our DocsInk Native App! We recommend this to all of our users for a more user friendly version of our software or they can select the blue Dashboard button to continue them to the browser screen
  • Once the Desktop Application has been installed the icon is displayed as shown below:
  • Whether they continue here from the downloaded Desktop app or the Dashboard button they will be taken to the main Messenger screen shown below

Website view:

Desktop App view:

  • DocsInk is built off of a communication platform. Our Secure Messenger has a ton of features available - direct messages, groups, video calls, tasks and more! Click here to learn more about our Secure Messenger

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