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.

5 min read · Intermediate