Account & security

Give a new front-desk person or provider their own login in under a minute. Send an invite, pick their role, and manage or remove access whenever your team changes. No shared passwords, no per-seat fees.

4 min read · Beginner

Every login has a role that decides what a person can see and change. Here's what Owner, Admin, Front desk, and Read only can each do, and how to pick the right one for each teammate.

4 min read · Beginner

Two-factor auth adds a second check at sign-in, so a stolen password alone can't reach your patients' information. Here's how to switch it on in a few minutes, save your backup codes, and require it for your whole team.

4 min read · Beginner

Forgot your password, or just want to change it? Here's how to reset it from the sign-in screen, update it while you're logged in, and sign out of a device you no longer use.

4 min read · Beginner

Decide exactly what Valian pings you about, and where. Turn each alert (missed calls, new bookings, escalations, and more) on or off by text, email, and push, and set quiet hours for overnight.

4 min read · Beginner

Your practice runs on patient information, so protecting it is the whole job. Here's how Valian keeps your data private and secure: HIPAA, encryption, walled-off tenants, audit logging, and controls you hold yourself.

4 min read · Intermediate