Skip to main content

​
At a Glance

When a new team member needs access to Athelas Insights, add them from Settings -> My Practice -> Team Setting. During setup, choose the user role and adjust feature/page permissions as needed for your workflow.

​
Here’s How to Do It

  1. Go to My Practice, open the Team Setting tab, and click + Add new user.
My Practice Team Setting tab with the Add new user button highlighted.
  1. Enter the new user’s basic details (display name, email, location, and phone number), then choose the appropriate role.
Add new user form showing basic details and role selection.
  1. Review role-based access defaults and update Feature Permissions and Page Permissions as needed.
Role section with feature and page permission checkboxes.
  1. Click Save to create the account.
  2. Confirm the new user appears in the Team Setting list under the selected role.
Team Setting user list showing the newly added user.

​
Further Assistance

Need help with role design or permission setup? Reach out to support@getathelas.com and our team can walk you through best practices.

​
FAQ

Start with the role that most closely matches the user’s day-to-day responsibilities:
  • Administrator for broad access and configuration ownership
  • Billing Manager for revenue workflow ownership with limited team-management scope
  • Staff for operational access
  • Single Provider for provider-scoped claims workflows
You can always fine-tune feature and page permissions before saving.
Yes. Role selection applies defaults, but you can toggle both Feature Permissions and Page Permissions before you save.
Return to the Team Setting tab in My Practice. The new user will appear in the team list under their assigned role, where you can also edit or delete the account later.