Add or deactivate a portal user for your clinic

Customer Admins manage their own clinic's users — no ticket needed for the common cases.

Add a user

1. Manage users → Invite user. Work email, name, and role:
2. User — raises and views the clinic's tickets. Right for most staff.
3. Customer Admin — additionally manages users and approves requests (seat changes, data exports). Keep this to 2–3 people.
4. They receive an invitation valid for 7 days; MFA setup is part of first sign-in for Admins.

Deactivate a user (staff leaving)

Manage users → (person) → Deactivate. Immediate; their tickets stay with the clinic, nothing is lost. Do this as part of your leaver routine the same day someone finishes — an ex-staff member's active login is the kind of thing privacy audits ask about.

Two rules worth adopting

• No shared logins. "reception@" accounts make it impossible to know who asked for what — and requests like data exports need a real, accountable person.
• Review the list quarterly. Two minutes against your staff list; the portal shows last-sign-in dates to make stale accounts obvious.

If your last remaining Customer Admin has left, call us on 1300 XXX XXX — we'll verify against your clinic's registered details and reinstate admin access (we deliberately can't do this by email).

Related articles

• KB-001 — Getting started with the Curaeon support portal — Getting started with the portal
• KB-002 — Reset your password or MFA for the support portal — Reset your password or MFA