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Adding Members to Your PHOX Account

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Written by Ali Hosseini
Updated over 2 weeks ago

Inviting your team members to join PHOX ensures everyone has the right access to collaborate effectively. With just a few steps, you can add new members, assign roles, and manage their permissions.

Step 1: Log in to PHOX

  1. Open the PHOX website.

  2. Log in with your account.

  3. Once logged in, you’ll be redirected to PHOX Hub.

Step 2: Go to Memberships

  1. From the PHOX Hub menu, click Memberships.

  2. Here, you’ll see a list of all your current members.

Step 3: Add a New Member

  1. Click Add Member.

  2. A new tab will open where you can enter the member’s information:

    • First Name

    • Last Name

    • Email Address

    • Role

    • Permissions

Step 4: Send the Invitation

  • After entering the details, click Add.

  • A welcome email will be automatically sent to the email address you provided.

Step 5: Member Activation

  • The new member must open the welcome email and click the link inside.

  • Once activated, they’ll be able to log in and start using PHOX.

That’s it! You’ve successfully added a new member to your PHOX workspace.

Next Steps

Now that your team is set up, you may want to:

  • Review and update roles and permissions regularly.

  • Check the Memberships section anytime to manage existing users.

If you need further help, reach out to us at support@pharmaguide.ca. We’re always here to assist you.

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