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Before you start

You need:
  • The role owner or admin.
  • Each person’s name and work email.
  • The role they will have. See Roles at your facility.

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Steps

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One person

1

Open Invite staff

Click Invite staff on /hospital, or in the sidebar under Staff. This opens /hospital/staff/invite.
2

Fill in their details

Given name, Family name, Work email.
3

Choose a role

Pick from Role. Only an owner can invite another owner.
4

Send

Click Send invite. They get an email to set their own password.

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Many people at once

1

Open the bulk import

On the invite page, under Onboard many at once, click Bulk import from CSV. This opens /hospital/staff/bulk.
2

Get the template

Click Download sample template and fill in one row per person.
3

Upload and review

Upload the file. PHB checks every row and shows Total rows, Will import, Need attention, Valid and Warnings. Fix email errors in place, or Export error report.
4

Import

Confirm. Valid rows are invited. Rows with errors are skipped. The import is never all-or-nothing.

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What happens next

  • Each person accepts their invite. See Accept a staff invite.
  • Doctors, nurses, pharmacists and lab scientists then verify their licence themselves. The Council license field on the invite form is not available yet.

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Common problems