Add new users through Moxie Support
Currently, there’s no in-app way to add users directly in Moxie Suite. To create a new account for a team member, create a support ticket.
This includes anyone who needs access to perform job functions, such as:
Provider
Front desk staff
Office managers or administrators
Business associates
Requesting a new user account
1. Open Concierge in Moxie Suite.
2. Share the following details for each new user:
First and last name
Role:
Provider owner,
Provider,
Front Desk,
Business Associate
Email address
3. Moxie Support will confirm once the user is added to your Moxie Suite instance.
💡 Tip - If you’re adding multiple team members, include all their details in one message to speed up setup.
Customizing access and permissions
Once the new user is added, you can adjust their permissions in Settings > Workforce.
Click Settings on the Global Nav.
Select Workforce.
Select the individual from employees table > change permissions
Click the checkboxes to enable or disable access for each permission category.
Save changes when finished.
For detailed steps, see how to customize roles and user permissions in Moxie Suite.
✏️ Note- Only provider owners can edit permissions in Workforce settings.
FAQs
How long does setup take?
Support typically completes new user requests within one business day. You’ll receive a confirmation once access is ready.
Can I deactivate or remove a user?
Yes, contact Moxie Support to deactivate a user’s account. If you only want to limit access temporarily, you can edit their permissions instead.
Can I have different permission levels for the same role?
Yes, you can customize access on a user-by-user basis under Settings > Workforce.
You’re now ready to bring your team into Moxie Suite and tailor access for every role.