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Adding Your Staff Guide

A quick guide for prescribers: give your techs and assistants their own secure logins in MyEyes Insight.

Why do this

Your Insight account is your practice's master account. Instead of sharing one login, you invite each staff member as their own user. Each person:

  • Signs in with their own email and password.
  • Sees only your patients — nothing from other practices.
  • When they submit a prescription, it is filed under your name and NPI, exactly as if you submitted it.

Before you start

  • Have each staff member's name and email ready.
  • Only you (or an admin) can manage staff.
Step-by-Step

Invite a Staff Member

Follow these steps to give a tech or assistant their own secure login.

1

Open Staff Management

Sign in at app.myeyes.net and click Staff in the left sidebar. This opens the Staff Management page.

step-1

The Staff Management page, reached via Staff in the left sidebar. Anyone you've already added shows under Your Staff Members.

2

Start an invite

Click Invite Staff Member (top right).

step-2

Clicking Invite Staff Member opens this window.

3

Enter their details and choose their access level

The Role menu, expanded — the two access levels a staff member can have (This is the same menu you use to change someone's access later).

step-3

Set Role → Clinical Staff (Can modify) for a tech who submits orders, then click Send Staff Invite.

4

They set up their own login

Insight emails them a secure setup link (it expires in 7 days). They click it, create their own password, and sign in — you never handle their password. Once they finish setup, they appear under Your Staff Members. When they're logged in, they'll see "Acting on behalf of: [your name]."

If they don't receive the email, confirm the address and resend the invite.

Access Levels

Choose the Right Role

RoleWhat they can do
Viewer (Read-only)Review your patients' records and reports. Cannot submit RX orders.
Clinical Staff (Can modify)Review and update patient info and submit RX orders on your behalf — filed under your name and NPI.

The Role menu, expanded — the two access levels a staff member can have. (This is the same menu you use to change someone's access later.)

Removing a staff member

On the Staff Management page, find the person under Your Staff Members, click the ••• menu on their row, and choose Remove. Confirm when prompted.

remove

Open the ••• menu on a staff member's row and choose Remove. If that staff member also works for other doctors, they keep that access — removing only ends their access to your patients.

One person, multiple doctors

A tech who supports more than one prescriber can be linked to each of you — they don't need a separate account per doctor. If their email is already in Insight, inviting them simply adds them to your account too.