You can add teammates and collaborators from both within and outside your organization, all while maintaining HIPAA compliance and the security of patient information. These are the different roles available on a Dock account:
Members: Members are people within your organization to whom you assign tasks. They have access to any list they’re invited to and can comment, tag, and update statuses.
Dock Lite Users: Typically, Dock Lite users have a limited view of Dock for collaborator-level visibility and a streamlined picture of account activity. Dock Lite users only have access to information related to their assigned tasks, patients, and people on the specific list they have been invited to. Dock Lite users are intended to be outside collaborators who needed only visibility into the tasks and patients in a specific list.
Dock Crew: This is a way to invite the Dock customer success teammates to your organization to help setup your space, co-design workflows and SmartFlows and work on integrations and automations in collaboration with your team.
Once a user has been invited into your organization, you do have the option of making that Member an Owner/Admin to give them access to additional configurations and customizations. Simply navigate to the “All Users” section of the Profiles icon on the navigation bar and either add a new member or select from existing members to change their role.