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Invite users

Use invitations when a therapist, physician, staff member, or administrator should sign in to your RehabAlpha organization.

Patients cannot be users and cannot be invited.

Before you start​

You’ll need a test organization to work from. See Set up an organization.

Create and invite a therapist​

  1. Open People.
  2. Click Therapists.
  3. Click New therapist.
  4. Enter the therapist's name and email address.
  5. Turn on Invite user.
  6. Click Save.

RehabAlpha creates the therapist record and sends an invitation email.

Use the Gmail plus-address trick for testing​

If you use Gmail, you can create multiple test accounts with one inbox by adding +something before @gmail.com.

For example, email sent to each of these addresses arrives in the same Gmail inbox:

This is useful when you want to test invitations, permissions, and user flows without creating separate real inboxes.

Invite a person after creating them​

You do not have to invite a user at the same time you create the person record.

  1. Open People.
  2. Select the person.
  3. Open their settings or user access section.
  4. Click Invite user.
  5. Confirm the email address.
  6. Send the invitation.

This is helpful when you want to create the person first, review their details, set permissions, and invite them later.

Revoke an invitation​

  1. Open the invited person.
  2. Open their settings or user access section.
  3. Find the pending invitation.
  4. Click Revoke invitation.
  5. Confirm the change.

After an invitation is revoked, the invitation link should no longer allow that user to join the organization.

Accept an invitation​

The invited user follows this flow:

  1. Open the invitation email.
  2. Click the invitation link.
  3. Create or sign in to their RehabAlpha account.
  4. Complete email verification and two-factor authentication when prompted.
  5. Join the organization.
  6. Confirm that the organization appears in their organization menu.