Inviting a New User
For someone on your team to access Leap, an Admin must send them an invite. If you're an Admin, follow the instructions below to invite a member of your team.
Tip
Yapi Leap roles are assigned per location. If you have an employee that works at multiple offices for your practice, you can give them a different user status for each location if you like. For example, they can be an Admin at location A, and a regular User at location B.
In the left-hand menu, click Settings and select Users.
Click the Invite New User button.
Enter the email address of the staff member you'd like to give access to.
Note
If you see a message saying the user is already registered, this means the email address you've entered is already attached to another user at your practice location. Each user must have a unique email address, so you can't reuse that email for this user.
If you need to reuse the email of a deactivated user who's left your practice, refer to Reusing an Email from a Deactivated Account for next steps. Otherwise, enter a unique email for the user.
On the Invite User page, enter the user's:
First Name - At least one character is required.
Last Name - At least one character is required.
Mobile Number - Required
User Type - This field defaults to User. Use the dropdown arrow if you'd like to give this team member Admin privileges. Refer to User Management to understand the difference between user types.
Optional: Dentrix ID - To link the user with their Dentrix ID, select their ID from the Dentrix ID dropdown menu.
Position - Select the position that best fits the user's job duties.
Click Continue.
Click OK to confirm.
Have your team member check their email for the invitation and ask them to follow the prompts to set their password and log in. If they don't receive their invite within 15 minutes, have them check their Spam and Trash folders. You can double-check their email address by clicking their name in the Pending Invitations tab.