Issue with Staff Logging In After Receiving Invite

Problem Description:
"My staff are unable to log in to PatientNotes after receiving an invite. When attempting to log in, they are redirected to a screen prompting them to sign up instead of accessing their account."

Resolution:

The behavior you’re experiencing is expected due to the process required for new users to activate their accounts. Here’s an explanation and guidance to resolve the issue:

1. Account Setup After an Invite:

   • When an invite is sent for someone to join your team, the invited user is directed to a Sign-Up Page.
   • They need to create their own account and password to complete the activation process. This is necessary even though the invite was sent by the admin.
     
     
   • Once created they will be linked to your organisation
      

2. License Limitations:

   • While on Trial:
     • You can add unlimited users during your trial period.
       
       
   • After Going Live:
     • The number of users will be capped based on your subscription plan.
     • If additional users are required, you’ll need to upgrade your license or purchase additional user seats.
       
       

Steps to Resolve:

1. Confirm that the invited users have completed the sign-up process and created their accounts.
2. Verify that your account has sufficient licenses for the number of users you wish to add.
   • You can check this in the User Panel under your account settings.
3. If you’re live and need to add more users than your plan allows, contact us to upgrade your subscription or purchase additional user slots.

Need Help?

If you need further assistance or are encountering issues with the process, feel free to reach out to us at hello@patientnotes.app. We’re here to help!