Managing Assistants

As an administrator of Noterro, you have the ability to efficiently manage your team of assistants. Whether you need to add, edit, disable, or delete an assistant, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Assistants

Adding a new assistant to your team is a simple process. Here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on the Add New button on the right side of the Assistants section
  6. Enter the assistant's Email address
  7. Enter the assistant’s first and last name
  8. Select the appropriate Permissions for the assistant
  9. Click Save.

Important Note: When you associate an assistant with your clinic, they receive an email link to join your clinic. The link is only active for 2 hours. If they do not click the link within the 2 hours, you will need to email them the reset password link: https://app.noterro.com/forgot-password

Editing Assistants

If you need to make changes to an assistant's information, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to edit and click on their Name
  6. Update the permissions of the assistant
  7. Click Save

Keep in mind that you cannot change the photo, name or email address of the assistant after you add them. These are owned by the user account of the assistant. They must login to their own account to update their name, photo or email address.

Disabling Assistants

Disabling an assistant is useful when you want to temporarily remove their access or restrict their permissions. Here's how you can enable an assistant:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  6. Click on Disable

Keep in mind you can display disabled assistants by clicking on the link Show Disabled Assistants.

Enabling Assistants

If you’ve previously disabled an assistant, Here's how you can enable an assistant:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on Show Disabled Assistants
  6. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  7. Click on Enable

Deleting Assistants

Deleting an assistant should be done with caution, as it permanently removes their profile and associated data. If you're certain you want to delete an assistant, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  6. Click on Delete
  7. In the prompt that appears, type “I Understand”
  8. Click on Permanently Delete

Please note that deleting an assistant will permanently remove their profile. Make sure to back up any important information before proceeding with the deletion.

Setting the Assistant's Permissions

You can restrict the access of the assistant by setting the Permissions.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on the specific assistant's name you want to set Permissions
  6. Select the appropriate Permissions for the assistant
  7. Click Save

Please keep in mind that it's currently not possible to allow Assistants to have access to Admin settings. Each clinic can have only 1 Admin user.

By effectively managing your assistants in Noterro, you can ensure smooth collaboration and efficient workflow within your clinic. If you have any questions or need further assistance, our support team is always here to help.

Managing Clinic Contact Information

Managing Locations

Managing Practitioners

Managing Services

Managing Products

Managing Restricted Access

Viewing Access Logs

Requesting Activity Logs

Deleting Your Clinic Account

As an administrator of Noterro, you have the ability to efficiently manage your team of assistants. Whether you need to add, edit, disable, or delete an assistant, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Assistants

Adding a new assistant to your team is a simple process. Here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on the Add New button on the right side of the Assistants section
  6. Enter the assistant's Email address
  7. Enter the assistant’s first and last name
  8. Select the appropriate Permissions for the assistant
  9. Click Save.

Important Note: When you associate an assistant with your clinic, they receive an email link to join your clinic. The link is only active for 2 hours. If they do not click the link within the 2 hours, you will need to email them the reset password link: https://app.noterro.com/forgot-password

Editing Assistants

If you need to make changes to an assistant's information, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to edit and click on their Name
  6. Update the permissions of the assistant
  7. Click Save

Keep in mind that you cannot change the photo, name or email address of the assistant after you add them. These are owned by the user account of the assistant. They must login to their own account to update their name, photo or email address.

Disabling Assistants

Disabling an assistant is useful when you want to temporarily remove their access or restrict their permissions. Here's how you can enable an assistant:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  6. Click on Disable

Keep in mind you can display disabled assistants by clicking on the link Show Disabled Assistants.

Enabling Assistants

If you’ve previously disabled an assistant, Here's how you can enable an assistant:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on Show Disabled Assistants
  6. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  7. Click on Enable

Deleting Assistants

Deleting an assistant should be done with caution, as it permanently removes their profile and associated data. If you're certain you want to delete an assistant, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  6. Click on Delete
  7. In the prompt that appears, type “I Understand”
  8. Click on Permanently Delete

Please note that deleting an assistant will permanently remove their profile. Make sure to back up any important information before proceeding with the deletion.

Setting the Assistant's Permissions

You can restrict the access of the assistant by setting the Permissions.

  • Edit patient/client details
  • View patient/client email address
  • View patient/client phone number
  • View clinic reports
  • View clinic billing page
  • Manage billing & insurance
  • Manage other's calendars
  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on the specific assistant's name you want to set Permissions
  6. Select the appropriate Permissions for the assistant
  7. Click Save

Please keep in mind that it's currently not possible to allow Assistants to have access to Admin settings. Each clinic can have only 1 Admin user.

By effectively managing your assistants in Noterro, you can ensure smooth collaboration and efficient workflow within your clinic. If you have any questions or need further assistance, our support team is always here to help.

As an administrator of Noterro, you have the ability to efficiently manage your team of assistants. Whether you need to add, edit, disable, or delete an assistant, we've got you covered. Let's explore each of these actions and how to perform them.

Adding Assistants

Adding a new assistant to your team is a simple process. Here's what you need to do:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on the Add New button on the right side of the Assistants section
  6. Enter the assistant's Email address
  7. Enter the assistant’s first and last name
  8. Select the appropriate Permissions for the assistant
  9. Click Save.

Important Note: When you associate an assistant with your clinic, they receive an email link to join your clinic. The link is only active for 2 hours. If they do not click the link within the 2 hours, you will need to email them the reset password link: https://app.noterro.com/forgot-password

Editing Assistants

If you need to make changes to an assistant's information, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to edit and click on their Name
  6. Update the permissions of the assistant
  7. Click Save

Keep in mind that you cannot change the photo, name or email address of the assistant after you add them. These are owned by the user account of the assistant. They must login to their own account to update their name, photo or email address.

Disabling Assistants

Disabling an assistant is useful when you want to temporarily remove their access or restrict their permissions. Here's how you can enable an assistant:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  6. Click on Disable

Keep in mind you can display disabled assistants by clicking on the link Show Disabled Assistants.

Enabling Assistants

If you’ve previously disabled an assistant, Here's how you can enable an assistant:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on Show Disabled Assistants
  6. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  7. Click on Enable

Deleting Assistants

Deleting an assistant should be done with caution, as it permanently removes their profile and associated data. If you're certain you want to delete an assistant, follow these steps:

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Locate the specific assistant you want to disable and click on the Three Dots dropdown menu
  6. Click on Delete
  7. In the prompt that appears, type “I Understand”
  8. Click on Permanently Delete

Please note that deleting an assistant will permanently remove their profile. Make sure to back up any important information before proceeding with the deletion.

Setting the Assistant's Permissions

You can restrict the access of the assistant by setting the Permissions.

  1. Log in as the Admin
  2. Click on the Gear icon (top right header)
  3. Select Base Setup from the menu that appears
  4. Scroll to the Assistant section
  5. Click on the specific assistant's name you want to set Permissions
  6. Select the appropriate Permissions for the assistant
  7. Click Save

Please keep in mind that it's currently not possible to allow Assistants to have access to Admin settings. Each clinic can have only 1 Admin user.

By effectively managing your assistants in Noterro, you can ensure smooth collaboration and efficient workflow within your clinic. If you have any questions or need further assistance, our support team is always here to help.

Managing Clinic Contact Information

Managing Locations

Managing Practitioners

Managing Services

Managing Products

Managing Restricted Access

Viewing Access Logs

Requesting Activity Logs

Deleting Your Clinic Account

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming