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Accept an invite

Workspace admins invite staff by email. You receive a link that lets you create or link your account and join that hospital.

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Steps

  1. Open the invite email and click the invitation link.
  2. If you do not have an account yet, set your name and password (and complete any required profile fields).
  3. If you already have an account, sign in when prompted.
  4. Confirm the workspace and role shown on the invite.
  5. You land in the HMS portal for that workspace.
Invites can expire or be cancelled by an admin. Resend issues a new link — the previous email link stops working. If the link fails, ask them to resend the invite from Users.

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After you join

  • Complete Profile and turn on security (passkeys / 2FA) if your workspace policy requires it.
  • After security setup, the in-app first-day walkthrough continues with clinic work: patients, appointments, clinical documents, then lab reports when your role allows. Labs and Catalog are optional — open those pages and choose Take a tour when you set up the lab.
  • Your sidebar only shows modules your role allows — see Permissions.