Workstations
Set up shared login accounts for operatory and front desk computers so staff can complete tasks without individual logins.
What are workstations?
Workstations are shared login accounts designed for computers in operatories, front desks, or other shared areas of your practice. Instead of each staff member signing in with their own credentials, a workstation account stays logged in on a shared computer. When completing tasks, staff select their name from a dropdown to track who performed the work.
This is ideal for practices where:
- Multiple staff rotate through the same computer during the day
- You want to keep a computer permanently logged in at a station
- Staff do not need individual email-based accounts
Creating a workstation
Workstation accounts are managed from Office Settings. You need the TEAM_INVITE_STAFF permission (available to admins and managers).
Open Office Settings
Navigate to Settings > Office Settings and scroll to the Workstation Accounts section.
Click New Workstation
Click the New Workstation button to open the Create Workstation Account dialog.
Enter a label (optional)
Type a friendly name to identify this workstation, such as "Operatory 1" or "Front Desk". If you leave this blank, the label defaults to your office name followed by "Workstation".
Click Create Account
Click Create Account. ChairPulse generates a unique email and password for this workstation.
Save the credentials
A credentials dialog appears showing the auto-generated email and password. Copy these immediately — the password is only shown once and cannot be retrieved later.
Use the copy buttons next to each field, or click Copy All Credentials to copy the label, email, and password together.
Log in on the shared computer
On the workstation computer, open ChairPulse and sign in using the generated email and password. The computer is now ready for shared use.
The workstation password is displayed only once when the account is created. If you lose it, you will need to deactivate the workstation and create a new one.
Managing workstations
The Workstation Accounts section lists all workstation accounts for the current office. Each entry shows:
- The workstation label (e.g., "Operatory 1" or "Workstation")
- The auto-generated email address
- A Staff role badge
Deactivating a workstation
If a workstation is no longer needed — for example, if a room is decommissioned or you are replacing the account — you can deactivate it:
Click the delete icon
Click the trash icon on the workstation's row.
Confirm deactivation
A confirmation dialog explains that the account will be removed and will no longer be able to log in. Click Deactivate to proceed.
The workstation is removed immediately and any sessions on that account are invalidated.
How workstations relate to staff members
Workstations and Staff Members work together:
- The workstation account provides the shared login on a computer.
- Staff members (added by name in Team Management) appear in the task assignment dropdown when completing tasks on the workstation.
This means the workstation handles authentication, while staff member names handle accountability — you always know who performed each task even on a shared computer.
Related pages
- Team Management -- Add staff members and team members.
- Office Settings -- The parent page where Workstation Accounts live.
- Room Assignments -- Assign staff members to rooms for task defaults.