This guide helps you choose the right onboarding method to invite new users to your app through Vim. Whether you're working with entire practices or individual users, you'll find step-by-step guidance to get started quickly and easily.
Choose the Right Onboarding Method
Vim supports two ways to onboard users to your app: Practice-level onboarding and Individual user onboarding. Use the guide below to choose the best option for your needs.
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Onboarding Type
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Best For
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Key Features
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When to Use
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Practice-Level Onboarding
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Apps used by an entire practice or organization
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- Practice added as a group, with users linked under one unit
- Basic practice info required (e.g., name, contact info)
- Designated Champion can manage users- Easy to add/remove users over time
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Use when onboarding a new practice with multiple users
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Individual User Onboarding
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Solo users or quick, self-service scenarios
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- No setup required
—users install via a link- Users appear individually (not grouped by practice)
- No practice-level management
- Lightweight, fast onboarding option
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Use when inviting individual users rather than full practices
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Tips for Success
- Not sure which method to use? Think about your app’s structure. If collaboration or user management is important, go with Practice-level onboarding. If your app works independently for each person, use Individual onboarding.
- Communicate clearly with your network about what they can expect when they join via your link or invitation.
