Practice Onboarding vs. Individual User Onboarding: Which to Choose

Written by Vim | Sep 12, 2025 2:13:42 PM

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.

Onboarding Type

Best For

Key Features

When to Use

Practice-Level Onboarding

Apps used by an entire practice or organization

- 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

Use when onboarding a new practice with multiple users

Individual User Onboarding

Solo users or quick, self-service scenarios

- No setup required

—users install via a link- Users appear individually (not grouped by practice)

- No practice-level management

- Lightweight, fast onboarding option

Use when inviting individual users rather than full practices

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.

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