Sub-Orgs: Add New Team Members to Multiple Organizations [Coming Soon]
Healthie enables organization admins to create new team members and add them to multiple sub-organizations at once. This update streamlines member onboarding by eliminating the need to manually create the same member profile in each sub-organization.
When adding a member to multiple sub-orgs, the same account type, permission template, and member details will be applied across all selected organizations.
This functionality is only available when logged into the Parent Organization, and the user must have the following user permissions enabled:
- Can edit and remove members in the organization
- Can add members to the organization
Add a Member to Multiple Sub-Organizations
Navigate to Organization > Members > Create Organization Member
In the new member form, you'll be prompted to fill out the required details:
- Member first name, last name, and email address.
- Select the appropriate Account Type (Standard or Support).
- If you have Permission templates created, you can select your template.
- From the Include in Orgs drop-down, select one or more sub-organizations to add the member to.
A banner will confirm the member has been successfully added. If the member was added to many sub-orgs (e.g., 50+), there may be a short delay before they appear in all organizations.