Workspaces encompass the people and work connected in your practice, and setting them up is easy with Dock. If you are starting the Dock experience for others, you’ll need to name the workspace then invite others to join.

If you’ve been invited to your workspace by a colleague, you’ll focus on personalizing your profile here, which we’ll talk about in just a moment.

It’s best to use your business name as the name of the workspace. As the workspace owner, you can edit your organization name by clicking your photo or initials at the bottom of the menu and navigating to ‘Profile & Settings.” Click the “Edit Organization” option and name your workspace.

Then click on a color theme and select whether you call those you support customers patients, members or clients.

Now let’s customize your profile. You can customize your own profile in the same location.

Upload a headshot, confirm your initials and other details like title, department and credentials, then set your notification preferences.

To invite colleagues to your workspace, go to the “Profiles” icon on the navigation bar, then the “All Users” tab. Click “Manage Users” and then “+Add Users”.

Enter the name and email address, and select their role within your organization. Assign the role, and your teammates will receive an email invitation to join the workspace

You can track who has been invited, whether they have accepted and the lists within your workspace to which they are assigned.

You can also set up “User Groups”, which are a pool of users like “billing,” “front desk” or “nursing team.” In the same badge icon area, select “User Groups” and follow the steps to name and invite users into an assignment/communication pool.