FAQs for Clinic Accounts

How to Choose a role

For first-time users

Steps:

1. After successfully logging in, a pop-up window will appear. Choose Lab Administrator , which refers to creating an administrator account and creating an institution, or choose Designers and other staff , which refers to creating a member account and joining an institution.
   

2. Enter the institution name in the pop-up window and click Submit to complete the role selection.

3. After submitting the application to create an institution, the institution will be successfully established. At the same time, a new row will be added to both the institution information list and the member list, recording the relationship change between your account and the newly created institution. If you submit an application to join an institution, a new row will be added to both the institution information list and the member list, recording the relationship change between your account and the target institution.

Not first-time users

1. Click the on the top navigation bar. Then click the Account Settings in the drop-down list, which will take you to the Personal information.

2. Click Institution information > Create/Join institutions, and select Lab Administrator to create an administrator account and create an institution, or choose Designers and other staff to create a member account and join an institution.

3. Enter the institution name in the pop-up window and click Submit to complete the role selection.

4. After submitting the application to create an institution, the institution will be successfully established. At the same time, a new row will be added to both the institution information list and the member list, recording the relationship change between your account and the newly created institution. If you submit an application to join an institution, a new row will be added to both the institution information list and the member list, recording the relationship change between your account and the target institution.

Once the institution name is submitted, it cannot be changed. Therefore, please doublecheck before clicking Submit. 

If the role type of an account changes, the icons on the left navigation bar will also change accordingly. 

The name of the dental lab must be unique:
    - When creating an institution, if you receive the prompt "Name already existed, please enter other names", it means that the the institution already exists, and you cannot submit a creating application. If you click to join at this point, you will be redirected to the page for joining an institution, and your role will change from an administrator to a member.

    - When joining an institution, if you receive the prompt "Didn't find the Clinic name you want to join", it means that the instituution does not exist, and you cannot submit a join application. If you click "Create Lab" at this point, you will be redirected to the page for creating an institution, and your role will change from a member to an administrator.

After submitting a "Join in" institution application, the status column of that row will change from "Pending Review" to "Confirmed". Indicating that the administrator of the target institution has approved the join request, and you can exercise member permissions. If your application is ot approved for a long time, please contact the administrator of the target institution.