Use this article when you need to bring a new team member into Moxie Suite, whether that's a provider, front desk staff member, medical assistant, or business associate.
Add new users through Moxie Support
There is 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:
Providers
Front desk
Office managers or administrators
Business associates
Medical assistants
Request 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
Business Associate
Provider
Front Desk
Medical Assistant
Front Desk Service
Email address
3. Moxie Support will confirm once the user is added to your Moxie Suite instance.
đĄ Tip - If you're adding multiple team members, include all their details in one message to speed up setup.
Customize access and permissions
Once the new user is added, you can adjust their permissions in Workforce settings.
1. On the Global Nav, select Settings, then select Workforce.
2. In the Employees section, find the team member you want to update.
3. Select the three-dot menu (âŻ) next to their name, then select Change permissions.
4. Select the checkboxes to enable or disable access for each permission category.
5. Select Save changes.
For detailed steps, see how to customize roles and user permissions in Moxie Suite.
FAQs
How long does setup take?
Support typically completes new user requests within one business day. Youâll receive a confirmation once access is ready.
Can I deactivate or remove a user?
Yes, contact Moxie Support to deactivate a userâs 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, then Workforce.