Set up users in Documenti

Each person who uses Documenti needs a user account in the Documenti app. For the Clinic Membership integration to work smoothly, their Documenti email must match their Clinic Membership login email.

Add users in Documenti

1. Sign in at app.documenti.co.uk as your clinic owner or admin.
2. Open User Management from the main menu.
3. Add each clinician and any reception staff who need Documenti access.
4. Set their role — practitioners see the daily list and clinical tools; admin users can manage forms and procedures.
5. Use the same email address they use to sign in to Clinic Membership.

Why email matching matters

• Tasks assigned in Clinic Membership go to the Documenti user with the same email.
• Appointments on the daily list show the clinician name from the booking — staff mapping uses email behind the scenes.
• A mismatch means tasks may not assign, or the wrong person appears on the list.

What happens next

• Add team members and staff logins

  Create Clinic Membership logins for your team.

• Assign tasks to your team

  Assign tasks that sync to Documenti.

• Set up forms and consents in Documenti

  Publish consent forms before linking procedures.