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Frequently Asked Questions

× You may view FAQs for support information through our knowledge base.

What is an organization?

Organization

An organization represents the network of patients, healthcare providers, and administrators within you a medical institution. Individuals may connect to organizations to better access care from an institution as opposed to individual doctors. For more info, please see Intro To Organizations.

How do I set-up an organization?

Organization

Once an individual has signed up for iDialogs and is assigned the role of an organization manager, an organization will automatically be created. The manager will have the ability to edit organization information, upload the organization's logo, customize settings, and add members to the organization.

How do I add users to an organization?

Organization

Organization managers have the ability to add members to an organization from the manage members page. Please see Member Management.

How do I assign roles to users within an organization?

Organization

As an organization manager, you have the ability to assign roles to any user in your organization. Please see Member Management for more details.

What are visibility rules within an organization?

Organization

Visibility rules control how data is shared within an organization. Simple settings allow any user with the appropriate role to access any set of data or functionality. Fine grained permissions allow you to restrict data visibility to individuals or teams. Please see the help section for more details. [ADD LINK]

Can I share data with a user outside my organization?

Organization

Yes, you may add individuals to your account via the share tab to grant ongoing access. You may share content with a user outside of their network on a one-time basis as well. For example: you may share a single report by providing an email address of the recipient.