Working together with your colleagues while ensuring data security is a core aspect of Tealio. Moreover, Tealio offers the flexibility of incorporating external collaborators, including employers and other stakeholders. This broader scope of collaboration is a powerful tool for building transparency and trust, while maintaining the integrity of data privacy.

Learn how to bring your teammates on board. Grant them with either global access or access to specific projects, sharing only pertinent information with them.

### Add members to the organization
Adding members to the organization, should be provided for teammates which should have global access to to all projects under the organization.
![Add Organization Members](//images.ctfassets.net/l4tkpdi0se49/T6igqvoEwqbecJCEd8QIr/4e1f449a5daca60431d40e7aec95b255/image.png)

### Add collaborators to a project
Adding collaborators to a specific project, will provided limited access to the user. By taking this approach, you can effectively balance between collaboration and privacy.
![Add project collaborators](//images.ctfassets.net/l4tkpdi0se49/5pGNAaeobcXuW6ND3vcNrz/b37565402739675543b3926f08d1665f/image.png)

### Grant Permissions (User Access Level)
When adding collaborators you will be asked to assign their permission level (e.g. team members, professional, view only, and limited view). To safeguard confidentiality, it is advisable to restrict collaborators' access and permissions strictly to what is essential. 
![Collaborator Roles](//images.ctfassets.net/l4tkpdi0se49/SeBI7Ueltt03L70wIzQOw/13fbc976df7325b00e2966ddd2f3f987/image.png)

Granting stakeholders view-only access to a specific project, provides a real-time view to see the project progress and all it's data. The Limited-View access will not display the entire assessment records, but limit the access to see the patient or record status, assessments final observation and any document with status 'public'.

### Remove Collaborators
If members no longer require access to a project or an organization, users with 'Admin' role can remove their access by navigating to the members page, select the collaborator you would like to remove from the project or an organization, and select "Remove Member".
![transparency trust](//images.ctfassets.net/l4tkpdi0se49/2qj8MEjpEBxEEyymxcjOIZ/047b13d18720f5f61af8c61a641435fb/transparency_trust.png)


Add members and collaborators

This guide provides a practical exercise on managing projects in Tealio. When used correctly, projects are a powerful tool for ensuring your data remains organized and compliant.

Note that the wording in the screenshots in this guide may differ from your Tealio setup, depending on your use case. However, the positions of the buttons will remain the same.

1\. Navigate to [https://app.tealio.ai](https://app.tealio.ai/tealiodemo-13f544/)

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-27/71432a1a-d1b9-4c56-b798-39be94bd49cc/ascreenshot.jpeg?tl_px=0,0&br_px=1919,969&force_format=jpeg&q=100&width=1120.0)

A Project can be thought of as a folder where patients/employees/learners or audits can be grouped. This is often used for different companies, organizations or departments within a company. 

2\. Click "Projects" on the menu on the left

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/3352bf84-8ea9-4d0c-8e22-08deafe526ee/user_cropped_screenshot.webp?tl_px=0,0&br_px=907,507&force_format=jpeg&q=100&width=907&wat_scale=80&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/14B8A6_standard.png&wat_pad=25,190)

3\. This button shows a calendar view of the projects if Project Scheduling is enabled (reach out to support@tealio.ai if you would like to enable this feature) Learn more about scheduling projects [here.](https://tealio.ai/help/articles/understanding-project-scheduling "Project Scheduling")

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/98d782ea-a6ad-4e77-ad75-153cb646c989/user_cropped_screenshot.webp?tl_px=1055,0&br_px=1920,482&force_format=jpeg&q=100&width=864&wat_scale=77&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/14B8A6_standard.png&wat_pad=612,40)

4\. To add a new project, click "Add" on the top right of the screen

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/3d25373f-d707-408c-8074-e2f5be2ee2d4/user_cropped_screenshot.webp?tl_px=1152,0&br_px=1920,429&force_format=jpeg&q=100&width=768)

5\. You can use the customization from an existing project by selecting the project here (if this is left blank, the new project will be created with the default customization of your organization)

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/8fea5a3e-39e1-4322-bc43-2086123a33c7/user_cropped_screenshot.webp?tl_px=451,87&br_px=1439,639&force_format=jpeg&q=100&width=988)

6\. Enter the Project Details and  click "New Project"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/cc4adb6c-9141-4c26-a494-1b7a7583d6e0/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=100&width=1120.0)

Alert: The project will be automatically opened once created. The Project Overview provides an easy and efficient way to work within the project

7\. The **Pre-Visit or Pre-Assessment** tab provides the options of tasks that can be completed before the project starts

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/4bd490fb-da0a-485d-b9c8-db76fbd387ee/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=100&width=1120.0)

8\. The **Screening or Assessment** tab shows the details of which patients/employees/learners or audits have been processed

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/8bc1d53d-ed0e-4621-a780-283ad67f2a39/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=100&width=1120.0)

9\. The **Follow Up** tab shows the patients/employees/learners or audits who have been flagged for a follow up

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/6169a9c5-85f2-448f-9634-6e10102170b0/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=100&width=1120.0)

10\. The **Compliance** tab shows the important metrics of the health or compliance statuses and certificate validity for the project

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/b2b24879-cec2-4073-a76f-84abf05da9be/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=100&width=1120.0)

11\. The **Follow Up or Post-Assessment** tab provides the options for tasks that can be completed after the project concludes

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/e7ed9402-673a-4d24-ac51-0281b1016cb7/screenshot.webp?tl_px=0,0&br_px=1912,1003&force_format=jpeg&q=100&width=1120.0)


Understanding projects in Tealio

This guide provides a straightforward solution for users experiencing login issues with their Tealio account, such as incorrect email addresses or forgotten passwords. It outlines a step-by-step process to reset your password, ensuring you regain access quickly and efficiently. By following these instructions, you can resolve common access problems and continue using your Tealio account without hassle. Whether you're a new user or returning, this guide is essential for a smooth login experience.

Alert: Having trouble logging into your Tealio account? A few common issues might be the cause:

- **Incorrect email address:** The email you entered doesn't match the one your invitation was sent to.

- **Revoked access:** Your access to the account may have been removed by an administrator

- **Incorrect password:** The password you're using is wrong. Try resetting it if you've forgotten it.

  Follow the below steps to reset your password if required.

1\. Navigate to [https://app.tealio.ai/auth/signin/](https://app.tealio.ai/auth/signin/)

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-26/0aae88bb-c7c3-4cc1-a060-36016dada793/ascreenshot.jpeg?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=100&width=1120.0)

2\. Click "Forgot password?"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/35d4c688-9673-4d96-a024-5abb170f8b47/user_cropped_screenshot.webp?tl_px=0,0&br_px=203,75&force_format=jpeg&q=100&width=405)

3\. Type in your email address and click "Submit"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/fbd31a45-e07b-4709-9ae6-c2aef87f97c5/user_cropped_screenshot.webp?tl_px=496,311&br_px=1016,602&force_format=jpeg&q=100&width=521)

4\. Open the email sent to your email address and click "CHANGE PASSWORD"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/8ecc431b-7e2f-4ee9-b864-6ced519846dc/user_cropped_screenshot.webp?tl_px=260,149&br_px=1170,657&force_format=jpeg&q=100&width=911)

5\. Enter a new password following the requirements and click "Submit"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/e462f9b6-a99b-4e6a-880b-f27106082cff/user_cropped_screenshot.webp?tl_px=0,95&br_px=756,518&force_format=jpeg&q=100)


Reset your password

This guide provides a straightforward process for setting up your Tealio account, ensuring you can easily access the platform. It outlines essential steps from locating your invite email to signing in, making it user-friendly for newcomers. By following these instructions, you can quickly establish your account and start utilizing Tealio's features without hassle.

1\. Navigate to your emails and locate the Tealio Invite Email sent to you from support@tealio.ai

![](https://colony-recorder.s3.amazonaws.com/files/2025-08-26/bc5c7ce0-a3fb-40cc-bbc5-9d61d9263e84/user_cropped_screenshot_de797c9564c54751b71e95b05c2b7ee7_text_export.jpeg)

2\. Click "Join Tealio"

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-04/751c79b5-42a1-4809-9dfc-c30fef8dc03e/user_cropped_screenshot_a6a218df9f274ef5a450fc13a5ee4e19_text_export.jpeg)

3\. Create a password (following the requirements) and click "Submit"

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-04/42f287c6-ba5c-40f7-abcc-76ba41014c2c/user_cropped_screenshot_50949b4f3a1a437a864d397fee920c94_text_export.jpeg)

4\. Enter your details and click "Sign In"

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-04/fef2780e-1474-45cd-88e2-246d81e96424/user_cropped_screenshot_accb710aff2e4a8ab3f6b7d42b229aa2_text_export.jpeg)

5\. Click "Accept" after reviewing the Terms of Service and Privacy Policy

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-04/de71706e-5d10-4d68-8888-916ca2f17d33/user_cropped_screenshot_bc0b30163a054099a06f524fa900da57_text_export.jpeg)


How to set a new password and sign in to Tealio for the first time

This guide provides step-by-step instructions to completing your first medical with Tealio. It simplifies the process of adding patients, managing their health records, and signing off on important documents, ensuring compliance and accuracy. This guide acts as a high-level overview of the process with links to guides with more details for each section.

1\. Navigate to [https://app.tealio.ai](https://app.tealio.ai/tealiodemo-13f544/) and log in

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/250317c9-d441-49e0-9e7c-7063d6c45719/ascreenshot.jpeg?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=1000&width=11200.0)

2\. Create a project -
To learn more about **projects** - [Understanding projects in Tealio](https://tealio.ai/help/articles/understanding-projects-in-tealio "Understanding projects in Tealio")

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/722021dd-5968-4799-a3de-4c60a1085567/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=1000&width=11200.0)

3\. Add a new patient -
To learn more about **adding a patient** - [Patients](https://tealio.ai/help/integrated-medical-devices "Patients")

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/e718a3a0-1b4b-4007-8bfe-6c9cbea4ee3d/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=1000&width=11200.0)

4\. Add the health records -
To learn more about **health records** - [Health Records](https://tealio.ai/help/health-records "Health Records")

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/ac73fd78-119c-45eb-b7e6-c4eb7366c233/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=1000&width=11200.0)

5\. Sign off on the health records -
To learn more about **signing health records** - [How do I digitally sign health records?](https://tealio.ai/help/articles/how-do-i-digitally-sign-health-records "How do I digitally sign health records?")

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/f0b61098-81ba-456c-be71-7adeb2d102c2/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=1000&width=11200.0)

6\. Sign off on the patient's health status and generate the certificates -
To learn more about the **patient's health status and generating certificates** - [Signing-off on a medical in Tealio](https://tealio.ai/help/articles/signing-off-on-a-medical-in-tealio "Signing-off on a medical in Tealio")

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/775cb43d-0a16-42de-9795-8d78532240f2/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=1000&width=11200.0)


Your first medical with Tealio (high-level overview)

This guide provides a straightforward process for updating your personal details and adding a signature on Tealio, ensuring your profile remains current and professional. By following these simple steps, you can enhance your user experience and maintain accurate information. It's essential for effective communication and ensuring the correct details are added to your certificates.

1\. Navigate to [https://app.tealio.ai](https://app.tealio.ai/tealiodemo-13f544/)

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-27/c253a817-7abe-467c-ad85-f79eade018a0/ascreenshot.jpeg?tl_px=0,0&br_px=1919,969&force_format=jpeg&q=100&width=1120.0)

2\. Click "Your Name" on the bottom left of the screen

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/62ef0ab9-fce9-4f50-b8c4-29450dfe3ec1/user_cropped_screenshot.webp?tl_px=0,416&br_px=988,969&force_format=jpeg&q=100&width=988)

3\. Click "Edit Profile"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/86527145-6a5b-497e-92c5-9fe11c2a7140/user_cropped_screenshot.webp?tl_px=0,311&br_px=1153,956&force_format=jpeg&q=100&width=1120.0)

4\. You can update your details here and add a signature

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/b01a37b4-8518-414d-8623-7053de6148ca/user_cropped_screenshot.webp?tl_px=0,0&br_px=1736,969&force_format=jpeg&q=100&width=1120.0)

5\. Click "Update" once you have updated your details

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-09/9c02dfb9-a5a5-468b-aa73-6873a5e4d804/user_cropped_screenshot.webp?tl_px=0,0&br_px=1736,969&force_format=jpeg&q=100&width=1120.0)


Add your signature and update personal details

To easily access the Tealio web-application, you may download it as an Chrome-application to your computer, add it to your Favorites or Bookmarks bar (depending upon the browser), or to your mobile home screen, so that it is only a click away when you need it.

# 1. Add Tealio as a desktop app

Turn Tealio website into a desktop app shortcut for your Windows PC, Mac, or Chromebook With Google Chrome. The app can be pinned to your taskbar or Dock for quick access. Install Tealio's progressive web app (PWA): 

1.     Open Chrome browser.
2.     Navigate to the Tealio application at https://app.tealio.ai
3.     Click the "Install" icon in the address bar. The address bar is at the top-center of the page. You can find the Install icon (which resembles a down-arrow within a monitor) on the right side of it. A pop-up menu will open.
![Chrome web-app](//images.ctfassets.net/l4tkpdi0se49/If3HoX9R9XLdS4rJXRsKF/8754bb691104a5f455f9128ed2522d0c/Screenshot_2024-02-26_at_18.45.51.png)
4.     Click 'Install' on the pop-up menu.
5.     Tealio icon will be added to your desktop or app folder and the application will open automatically in a new window. On Android, navigate to your homepage and tap the newly added app to open it.

# 2. Adding Tealio to Your Smartphone / Tablet Home Screen
The home screen on your smartphone or tablet is where your apps live, but you can also add shortcuts to websites. Here's how to create an "app" for Tealio on your device, allowing you to access the website directly from your home screen.

### __Android__
1.	Open Chrome
2.	Navigate to Tealio website (https://app.tealio.ai)
3.	Tap the menu icon (3 dots in the upper right-hand corner) 
4.	Tap Add to home screen
5.	Choose a name for the website shortcut.
6.	Chrome will add it to your home screen
7.	Now just tap the new icon on your home screen to access Tealio

### __iPhone or iPad__
1.	Open Safari. Other browsers, such as Chrome, won't work for this.
2.	Navigate to Tealio website (https://app.tealio.ai).
3.	Tap the Share button on the bottom of the page. It looks like a square with an arrow pointing out of the top.
4.	In the list of options that appear, scroll down and Tap Add to Home Screen. 
5.	On the Add to Home Screen dialog box choose a name for the 
6.	Tap Add. Safari will close automatically and you will be taken to where the icon is located on your home screen
7.	Now just tap the new icon on your home screen to access Tealio.

__Note:__ If you ever decide you want to remove the website shortcut, you can delete it just like you would any other app on your phone.

# 3. Adding Tealio to Your Favorites or Bookmarks Bar

### __Google Chrome__
1.	Go to Tealio website (https://app.tealio.ai)
2.	Move your mouse up to the URL bar
3.	Click on the star (if you hover over it, it should say "Bookmark this Tab")
4.	Bookmark is now added
5.	Click Done

### __Microsoft Edge__
1.	Go to Tealio website (https://app.tealio.ai)
2.	Move your mouse up to the URL bar
3.	Click on the star with the plus icon (if you hover over it, it should say "Add this page to Favorites")
4.	Favorite is now added
5.	Click Done

### __Internet Explorer__
1.	Go to Tealio website (https://app.tealio.ai)
2.	Click on the Favorites menu and choose Add to Favorites...
3.	In the window that appears, next to Create in:, be sure to select Favorites bar
4.	Click Add

### __Mozilla Firefox__ 
1.	Go to Tealio website (https://app.tealio.ai)
2.	Click on the Bookmarks menu and choose Bookmark this Page
3.	In the window that appears, next to Folder:, select Bookmarks Toolbar. 
4.	Click Done

### __Apple Safari__ 
1.	Go to Tealio website (https://app.tealio.ai)
2.	Click on the Bookmarks menu and choose Add Bookmark...
3.	In the window that appears,right below Add this page to: select Bookmarks Bar
4.  Click Add

### __Note__
- You may find that after you click on Add, the link might not appear in the desired position in the Bookmarks Bar.  You can reposition it within the Bookmarks Bar by clicking on the icon for the site and dragging it to a different location.
- Now, when you click on the bookmark you added to the bar, it will take you quickly to Tealio


Easy access to Tealio - desktop app, home screen, and bookmarks bar shortcuts

This guide provides a straightforward process for setting up your Tealio account, ensuring you can easily access the platform. It outlines essential steps from locating your invite email to signing in, making it user-friendly for newcomers. By following these instructions, you can quickly establish your account and start utilizing Tealio's features without hassle.

1\. Navigate to your emails and locate the Tealio Invite Email sent to you from support@tealio.ai

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-26/bc5c7ce0-a3fb-40cc-bbc5-9d61d9263e84/user_cropped_screenshot.webp?tl_px=0,0&br_px=1485,137&force_format=jpeg&q=200&width=2240.0)

2\. Click "Join Tealio"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/751c79b5-42a1-4809-9dfc-c30fef8dc03e/user_cropped_screenshot.webp?tl_px=245,162&br_px=1295,748&force_format=jpeg&q=200&width=2098)

3\. Create a password (following the requirements) and click "Submit"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/42f287c6-ba5c-40f7-abcc-76ba41014c2c/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=200&width=2240.0)

4\. Enter your details and click "Sign In"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/fef2780e-1474-45cd-88e2-246d81e96424/user_cropped_screenshot.webp?tl_px=0,0&br_px=1919,969&force_format=jpeg&q=200&width=2240.0)

5\. Click "Accept" after reviewing the Terms of Service and Privacy Policy

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-04/de71706e-5d10-4d68-8888-916ca2f17d33/user_cropped_screenshot.webp?tl_px=91,0&br_px=1828,969&force_format=jpeg&q=200&width=2240.0)


Sign into Tealio for the first time

Signing Off on a Medical in Tealio

This guide provides a step-by-step process for generating a Detailed Certificate of Fitness, making it essential for healthcare professionals who need to efficiently manage patient sign-offs. It outlines various methods to access patient information, ensuring users can easily navigate the platform and review necessary medical details. By following this guide, users can streamline their workflow and ensure compliance with health documentation requirements, ultimately enhancing patient care.

1\. Navigate to [https://tealio.ai/](https://www.google.com/)

2\. Click "Log In" on the top right corner

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/b644d8f2-4a73-458e-b575-2a14def8526d/user_cropped_screenshot.webp?tl_px=0,0&br_px=308,77&force_format=jpeg&q=100)

Alert: There are multiple ways to find the patients that require sign off:

3\. **Option 1:** Click on the project where the patients are located under the Recent Projects section

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/8c38f296-3056-42d6-80c8-3054f41c69d3/user_cropped_screenshot.webp?tl_px=776,197&br_px=1541,624&force_format=jpeg&q=100&width=764)

4\. Click "Screening" - the Screening tab will show which patients have completed their medicals and which patients are still pending

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/eeee42df-3721-4b73-98d4-15d501cdbd4e/user_cropped_screenshot.webp?tl_px=0,0&br_px=625,349&force_format=jpeg&q=100&width=625)

5\. To view a full list of the patients in a project, click "Patients" on the right side of the screen

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/cb9718f3-92d6-4906-90bf-e51791f451d4/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=100&width=1120.0)

6\. **Option 2:** Click the "Back to Organization" button on the top right of the screen

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/5533c100-1a3e-4cf6-99b1-3fe1c28c314e/user_cropped_screenshot.webp?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0)

7\. Click "Reports" on the right side of the screen

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/b3696678-b7fa-4b58-90cb-1bbb5400cf19/user_cropped_screenshot.webp?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0)

8\. Click "View Report" under the Patient section

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/6650ab1e-17b4-417e-a97c-2d169267df98/user_cropped_screenshot.webp?tl_px=0,0&br_px=1376,769&force_format=jpeg&q=100&width=1120.0)

9\. Here you will see a complete list of all patients across all patients ordered by last activity. Select a patient

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/44bd1854-fc7a-42ea-a3cf-32a3f172f8f1/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=100&width=1120.0)

10\. You can review the medical here. This includes the patient details, questionnaire answers, health records and the attached documents.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/39148c1d-0c93-459f-b666-97d40917e618/user_cropped_screenshot.webp?tl_px=0,0&br_px=1541,911&force_format=jpeg&q=100&width=1120.0)

11\. Once all the details have been reviewed, Click "Sign & Generate Certificate"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/2804ae5b-ba99-4831-8977-080268bf8251/user_cropped_screenshot.webp?tl_px=95,42&br_px=1414,780&force_format=jpeg&q=100&width=1120.0)

12\. Select  "Sign Patient Health Status"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/b19232d8-1f1c-4c05-a5b8-372d9e57e21a/user_cropped_screenshot.webp?tl_px=259,0&br_px=1242,549&force_format=jpeg&q=100&width=983)

13\. Complete the required details

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/7ec1f2dc-c715-4f09-bd99-48ded6532115/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=100&width=1120.0)

14\. Click "Submit and Generate Certificate"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/babee539-09f0-49eb-8b0c-5ea51d201d1c/user_cropped_screenshot.webp?tl_px=82,70&br_px=1458,840&force_format=jpeg&q=100&width=1120.0)

15\. Select the certificate types required

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/9bc29a21-aa06-4fd0-b40d-96e8cab3859e/user_cropped_screenshot.webp?tl_px=264,70&br_px=1247,620&force_format=jpeg&q=100&width=983)

16\. Click "Yes"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-21/3154de8d-32a8-4c94-b75e-3a977ff689ab/user_cropped_screenshot.webp?tl_px=266,15&br_px=1249,564&force_format=jpeg&q=100&width=983)


Signing-off on a medical in Tealio

__The Organization Settings tab__ offers an overview of your account, in addition to a comprehensive customization tools for users with ‘Admin’ role. As you get started with Tealio you are advised to review and update your organization public information and use our customization tools to match your workflows.

### Updating your public information

Update your organization public name, address, and logo as they will be shared with your collaborators and patients.

### Create and modify Custom fields

As an admin on your account, you can go to the Organization Settings > Customize > Custom Fields and create or edit Custom Fields for Patients, Projects, and Health Records to service your needs. 

__To add fields__ press the +Add at the top right of the page.
__To edit existing fields__ press the field that you would like to update, update the desired options and press 'Submit' to save. 

For additional health categories or if you have any questions please contact us at support@tealio.ai

### Default Project

The default project is your initial template for your communication with your patients: 
- Digital Registration page: includes customization of the headers, setting mandatory and optional fields, and consent info.
- Patient results page
- Results Email Notification

Every new project created will inherit these defaults therefore it is recommended to set them before creating projects. If you wish to edit the registration form of a specific project, go to the desired Project > Customization.

### Health Records Referral Threshold

Exercise caution when making changes to the Referral Threshold. Custom threshold may expose patients to potential incorrect diagnosis, please consult with a medical professional and verify the threshold before using it.

### Additional resources to get you started

- [Add team members](https://help.tealio.ai/articles/how-do-i-add-teammates-and-collaborators) to your organization.
- [Digital registration and consent form](https://tealio.ai/help/articles/how-to-collect-patient-information-and-consent)
- [Create a shortcut for one-click access to Tealio](https://tealio.ai/help/articles/easy-access-to-tealio-boomarks-bar-and-mobile-homescreen)

Customize my account

Everything you need to know to get started with Tealio

Getting Started