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Functional Users

If you need to assign a specific task to several collaborators or a group of people or team (like the front-desk, the billing department, and so on) then you can create a Functional User.

For example, if you have a team in charge of consultations, or a team in charge of billing, your Functional Users may look like this:

Note: Remember that you don’t need a true email to create a Functional User.

When you create and assign tasks to a Functional User, other members can see these tasks in their dashboards by adding the Functional User to their dashboard- making it a multiple dashboard.

You should disable any Functional Users you create, to improve the security of your site and ensure that they do not contribute to your seat count for licensing purposes.


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