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Add a User Without an Email Address in DentalOS

Michael Satterfield
Updated

Quick Answer

In DentalOS, an email address is optional when adding a user (unless your organization uses single sign-on). If a user has no email address, generate a setup link and one-time setup code from the Invite step and share them directly with the user.

Applies To

Product: DentalOS
Plan: All plans
Role: Admin

Before You Begin

  • An email address is required if your organization uses single sign-on (SSO). This process applies only to organizations that do not use SSO.

Steps

  1. Select 'Users', then select 'Add user'.
  1. Enter the user's first name, last name, and a username. DentalOS checks the username as you type and shows "Username is available" when it can be used.
  1. Leave the 'Email' field blank. Optionally enter a phone number, which is used for account recovery.
  1. Choose the role and permissions, then select 'Next'.
  1. On the 'Assign access' step, choose the locations and products for the user, then select 'Send invite'. See "Assign location and product access to a user".
  1. On the 'Invite' step, the message "No email address provided. The user will need manual account setup." appears under 'Send invitation'.

The Invite step showing the Send invitation panel with the message that no email address was provided and manual account setup is required

  1. In the 'Manual setup' section, select 'Generate setup link & code'.

The Manual setup section showing the Generate setup link and code button with empty Setup link and Setup code fields

  1. Copy the 'Setup link' and the 'Setup code' and give them directly to the user.

The Manual setup section after generation, showing a populated Setup link and Setup code with Copy buttons and a note that the code is valid 24 hrs or until first use

Note: Share the setup link and code directly with the user. Do not send setup information by email or text. The code is valid for 24 hours or until its first use.

Expected Result

The 'Manual setup' section displays a 'Setup link' and a 'Setup code' that you can copy and hand to the user. When the user completes setup using that link and code, their account is active. If the code expires before the user finishes, see "Resend an invitation or manual setup link".

What the User Does Next

See "Finish setting up your DentalOS account". If the code expires before the user finishes, see "Resend an invitation or manual setup link".

After You Finish

Select 'Configure product accounts' to set the user's permissions in Denticon and Cloud 9, or select 'Back to users'. See "Configure product accounts for a new user".

Need More Help?

If these steps did not resolve your issue, contact Planet DDS Support and include the following:

  • Screenshot or screen recording of the issue
  • Your account name or Practice Group ID (PGID)
  • The exact error message text, if any
  • What you were doing when the issue occurred

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