How to Invite a User to the PinPoint Portal

To invite a new user to the PinPoint Portal navigate to "Users" then "Invite User"

  • Add the user's first name and last name to the appropriate fields
  • Add an email address
  • Select the permission setting for the user by clicking on the drop down
  • Administrators can view reports, update service provider information and configure custom messaging. Users can only view appointments and service provider information
  • Select "Send an Invitation"
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