To add, modify, or delete members to non schedule groups, follow the steps below.
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Non schedule groups and their members are not considered in the schedule planning module and are used primarily to store contact information. |
Prerequisite
- Connect to Portal with a planner profile
Access in Petal
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Home page > Left menu > Contacts
Steps
Adding a member
1. From the left side panel, select the Contacts icon.
2. Select the group to which you wish to add contacts and click on Manage Members.
3. To add a new member, click Add Member.
4. The Add a member windows opens up.
5. Under the Member information, enter information about the new member:
- Email address: Unique identifier on Petal
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(i) If a member already has an account, it will be displayed and you may select the member to be added to your group. |
- First name, Last name
- Account type
- Specialty
- Permit issued by (optional)
- Licence number (optional)
- Certification that the member is part of a healthcare group
6. Under the Role and permissions section, select the profile type of this group member.
7. Click on Save to complete the addition of this member.
Editing a member
1. Select the non-schedule group from Contacts.
2. Click on Manage Members.
3. In the list of members, click on the pencil on the line of the member to modify.
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The Member information can be changed until it is activated by the member. Once an account is activated, the information can only be changed by the owner of the account. The Role and permissions of this member within the group may be changed at any moment, regardless of the activation status of the group member. |
Deleting a member
1. Select the non-schedule group from Contacts.
2. Click on Manage Members.
3. In the list of members, click on the - next to the member to remove.
4. Click Yes on the confirmation of the removal of the member from the group.