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Adding a teammate to your Exer Provider Portal

How to add a provider from your clinic or organization to the Exer Provider Portal

  1. In the sidebar, click on "Your Organization" → "Practitioners" to land on the Practitioner page:



  2. Click on the purple "Invite Users" button in the top right corner:



  3. Fill out the relevant fields in the form and assign your practitioner to a role.
    • Practitioner: Ability to manage patients -- add new patients, assign HEPs, etc.
    • Admin: Same permissions as "Practitioner" and also has administrative controls of the organization -- ability to add and remove other practitioners.

  4. Once you've added a provider to the portal, they will receive an email invite to create their account.

If you have any questions, feel free to reach us at customers@exer.ai.