ParityDocs

    Signing in

    Staff sign in to the case dashboard at the Staff Portal with a secure email link — there is no password to set or remember.

    The default sign-in screen

    The screen above is the default sign-in screen, which clients use. As staff, look for the Staff member? prompt and click the Sign in here link next to it to reach the Staff Portal — the same passwordless sign-in, but it routes you to the dashboard instead of the intake chat.

    Getting to the dashboard

    1. Open the sign-in page.
    2. Next to the Staff member? prompt, click the Sign in here link to open the Staff Portal.
    3. Enter your work email and click Send Link. You'll see "Check your email".
    4. Open the email and follow the sign-in link. You return signed in and land on the case management dashboard for your clinic.

    Sign-in links are single-use and expire. If a link has already been used or has expired, the page says so — just request a new link and try again.

    Getting staff access

    Staff access is granted by invitation. A clinic administrator invites your email address from the organization settings:

    • If you already have a Parity account, you are added as a member immediately.
    • If not, you receive an invite email. Sign in at the Staff Portal with that email within 7 days and the invitation is applied automatically — you land straight in the dashboard.

    There is no separate sign-up form: your account is created the first time you sign in with the email link.

    "Almost there" — no staff access yet

    If you sign in at the Staff Portal before being invited, you'll see an Almost there screen: you're signed in, but you don't have staff access yet. Ask your clinic administrator to invite that email address, then click I've been added — check again.

    See Members & roles for who can invite staff and assign roles.

    Clients use the same passwordless sign-in but are guided into the intake chat instead — see What clients see.