Overview
Only certain users have permission to create new user accounts in MedFlow IO. This feature allows authorized administrators or designated practice leads to add new staff members securely and provide them with access to the system.
Summary
Log in to your MedFlow IO account.
Hover over the Settings icon in the top-right corner.
Select Create User (third option in the dropdown).
Fill in the user’s Full Name, Email Address, and Password (you can generate one automatically).
Choose the correct Organization (Practice, Distributor, or MedFlow).
Assign the appropriate Organization Role based on their position.
Enter additional details such as Contact Number, Billing Information, and Tax ID if applicable.
Review all details and click Create User to save.
The new user will receive an email invitation with their login link and instructions.
Step-by-Step Guide
Access the Settings Menu
Log in to your MedFlow IO account.
Hover over the Settings icon located in the upper-right corner of your dashboard.
From the dropdown menu, select Create User (this is the third option on the list).
Enter the User’s Information
Fill out the User Details required fields, including:
Full Name and Last Name
Email Address
Create or Generate a Password
Select the Organization of the User from the dropdown list
Practice
Distributor
MedFlow
Select the Organization Role
The selection is based on the user’s organization
For Providers and Practices
Practice Owner
Practice Staff
Practice Provider
Practice Manager
Practice Admin
Practice Accounting
Practice Base
Practice Medical Biller
For Distributor
Distributor Owner
Distributor Staff
Distributor Manager
Distributor Admin
Distributor Base
For MedFlow
MedFlow Staff
MedFlow Manager
MedFlow Admin
MedFlow Accounting
MedFlow Base
MedFlow Onboarding
MedFlow Sales Manager
MedFlow Inventory Manager
Address Information
Click on the Add Address Button. Fill out the address form.
PO Box Addresses are not accepted.
Add Contact Information
Click on the Add Contact button and add the Phone Number
Add Billing Information
Click on the Add Billing Details to add Tax ID
Click on the Create User button to save user in system
Tips for Efficiency
Always confirm the user’s email address before creating the account to avoid access issues.
Assign the correct user role to ensure proper access permissions.
Notify the user to check their spam or junk folder if the invitation email is not received promptly.
Important Notes
Only authorized users (typically Admins or Practice Managers) can create new accounts.
New users must log in within 24 hours of receiving the invitation to activate their credentials.
If a user encounters login issues, direct them to contact MedFlow IO Support for assistance.