How to manage organisation users

This guide shows you how to add and manage users within your organisation.

1. Invite User

If you have others in your organisation who will also use Lutra, you can invite them to join the organisation via the 'Invite User' option.

Organisation settings screen with the ‘Invite User’ option highlighted

2. Add user's email address

You just need to enter their email address. Please note that you are responsible to ensure only appropriate people are invited to join.

Form field for entering a user’s email address to invite them to the organisation

3. Organisation members

From the Overview screen you can see who are the current organisation members and their role, as well as any pending invites to new users. You can amend a user's role, or remove them from the organisation from this view.

Overview of organisation members list showing current users, roles and pending invites

4. Add clinician names

The 'Clinical Staff' section allows a clinician's name to be associated with a measure and is independent of inviting a user to join the organisation and use the platform. Not all clinicians will have an account for Lutra Health but you may still want to reference them across your organisation. Any clinicians created here can be linked to a user at any point.

Clinical Staff section with fields to add clinician names within the organisation

This guide covered the process of adding and managing users at your organisation.