> ## Documentation Index
> Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Add a New User

### At a Glance

When a new team member needs access to Athelas Insights, add them from **Settings** -> **My Practice** -> **Team Setting**. During setup, choose the user role and adjust feature/page permissions as needed for your workflow.

### Here's How to Do It

1. Go to [**My Practice**](https://insights.athelas.com/v2/my-practice?tab=teamMembers), open the **Team Setting** tab, and click **+ Add new user**.

<img src="https://mintcdn.com/training_air/DA61HjryC5EDx7Qt/images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_1.png?fit=max&auto=format&n=DA61HjryC5EDx7Qt&q=85&s=4a0c36ce15001e12b87696b8d72376c8" alt="My Practice Team Setting tab with the Add new user button highlighted." width="1024" height="304" data-path="images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_1.png" />

2. Enter the new user's basic details (display name, email, location, and phone number), then choose the appropriate role.

<img src="https://mintcdn.com/training_air/DA61HjryC5EDx7Qt/images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_2.png?fit=max&auto=format&n=DA61HjryC5EDx7Qt&q=85&s=8247a6109bf3867a831e388d96f27380" alt="Add new user form showing basic details and role selection." width="1024" height="445" data-path="images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_2.png" />

3. Review role-based access defaults and update **Feature Permissions** and **Page Permissions** as needed.

<img src="https://mintcdn.com/training_air/DA61HjryC5EDx7Qt/images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_3.png?fit=max&auto=format&n=DA61HjryC5EDx7Qt&q=85&s=ca9034762e1479cadea11616df91acc2" alt="Role section with feature and page permission checkboxes." width="1024" height="988" data-path="images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_3.png" />

4. Click **Save** to create the account.

5. Confirm the new user appears in the **Team Setting** list under the selected role.

<img src="https://mintcdn.com/training_air/DA61HjryC5EDx7Qt/images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_4.png?fit=max&auto=format&n=DA61HjryC5EDx7Qt&q=85&s=5c9bfeadf14e46aa3789a16545ee4028" alt="Team Setting user list showing the newly added user." width="1024" height="299" data-path="images/insights_admin/my_practice/how_to_add_a_new_user/how_to_add_a_new_user_4.png" />

### Further Assistance

Need help with role design or permission setup? Reach out to [support@getathelas.com](mailto:support@getathelas.com) and our team can walk you through best practices.

### FAQ

<Accordion title="Which role should I choose for a new user?">
  Start with the role that most closely matches the user's day-to-day responsibilities:

  * **Administrator** for broad access and configuration ownership
  * **Billing Manager** for revenue workflow ownership with limited team-management scope
  * **Staff** for operational access
  * **Single Provider** for provider-scoped claims workflows

  You can always fine-tune feature and page permissions before saving.
</Accordion>

<Accordion title="Can I customize permissions after selecting a role?">
  Yes. Role selection applies defaults, but you can toggle both **Feature Permissions** and **Page Permissions** before you save.
</Accordion>

<Accordion title="Where can I confirm the user was added successfully?">
  Return to the **Team Setting** tab in **My Practice**. The new user will appear in the team list under their assigned role, where you can also edit or delete the account later.
</Accordion>
