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How can I send account setup emails to team members?

Account setup emails for AgilityHealth can be sent to Team Members in a few ways. The below video provides a tutorial for this process. You can also read about the options below. 

Setting up an AgilityHealth account upon survey submission

Once a team member has submitted their survey, they may receive an email encouraging them to create their account within AgilityHealth. They will only receive this email if this feature is enabled for your company and the launch option was set to send account setup emails upon survey completion.


Setting up an AgilityHealth account at a later date

You can send an account set up email to a team member at any time, if they did not set up their account after submitting their survey.

Begin with the Team Dashboard, where you’ll see the familiar view of the team(s) listed in Swim Lanes View. Hover over the icon for the team whose profile you want to see and click the blue pencil icon and you will be taken to the Team Profile.

 

If you are in Grid View on the Team Dashboard, simply find your team and click on the blue edit button for that team and you will be taken to the Team Profile.

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Once on the Team Profile page, click on the Team Members tab. 

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If a team member has the Add button available in the Team Access column, they have not been sent an account set up email. To send them the email, simply click Add and the email will be sent automatically. 

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Visit the Creating Your AgilityHealth Account article to view the email they will receive. 

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