Adding, editing, removing members in a non schedule group

1. Add a member

Non schedule group administrators can add members by selecting the non schedule group from the Contacts left side panel.

Click the Manage Members button to switch to management mode.

To add a new member, click Add Member.

The following information is required to add a new member to a Non scheduling group:

  1. Email address: mandatory. The email address is used as a unique identifier on PetalMD. Therefore, two members cannot have the same email on the PetalMD platform. If a member already has an account, he will be proposed to you. You may select the member to be added to your group.
  2. First name of the member: mandatory.
  3. Last name of the member: mandatory.
  4. Account type: mandatory. Please choose from the existing drop-down list.
  5. Specialty: mandatory. Please choose from the existing drop-down list.
  6. Permit issued by: optional. Please choose the province or country of physician's licence.
  7. Licence number: optional. Please identify the physician license number.
  8. Certification that the member is part of a healthcare group: Please confirm this new addition to PetalMD or to your group is a Healthcare professional. 

     9. Role identification and permissions for this new member: Select the profile type of this                  group member.

 

Click on Save to complete the addition of this member.

2. Edit a member

To edit a member in a non schedule group, select the non schedule group from the Contacts menu left side panel.

Click the Manage Members button to switch to management mode.

In the list of members, click on the pencil on the line of the member to modify.

The member specific information can be changed until the member activates his access to PetalMD. Once an account is activated, the information can be changed by the owner of the account. The role and permissions of this member within the group may be changed at nay moment, regardless of the activation status of the group member.

 

3. Delete a member

To delete a member from a non schedule group, select the non schedule group from the Contacts menu left side panel.

Click the Manage Members button to switch to management mode.

In the list of members, click on the - on the line of the member to remove.

Confirm of removal of the member from the group.