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Inviting Collaborators & Team Members

< 1 min read

One of the key values of Healier is communicating with your team and sharing information. We’ve made it easy for you to invite your team into your workspace so you can both see what’s happening with your patients and send each other messages.

To invite another person to collaborate in your workspace, click on the bottom-left circle with a letter in it. Then click on the link that says “Invite to Workspace”.

A dialogue box will pop up where you can add your invitee’s email address and leave them a personal message.

Your invitee will get an email with a link they can click to join your workspace. This will share your entire workspace and the patients that are attached to your account.

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You’ll both be able to update non-patient cards, move and delete workflows between folders, and be able to make new folders. You’ll also be able to send @messages in the comments section and assign each other tasks and cards.