Manage (Partner Portal)

Learn how to install two-factor authentication to keep your Manage account secure.

Learn how to use the Tricefy Manage portal to oversee all of your Tricefy customers and monitor account and staff activity.

Adding Customers To add a new customer, select Customers from the customers menu at the top the screen: On the subsequent screen, select and enter the customer information. Once all fields are complete, select Create Customer. ...

Adding Accounts Every clinic has a Tricefy account - a single account can have many users. After creating a customer (the person who is responsible for payment), select the New Account button on the customer page . Name the account...

Viewing Staff  To view your staff, select Staff from the system menu at the top of the screen: By default, only active staff members will display. Check Show Inactive to display members that are no longer active. Enter a na...

Read this article for guidelines on our 30-day free Tricefy trail and how to convert customers from Trial to Paying in Manage.

In the rare event that a customer wishes to terminate their contract with Trice, follow the intrscutions in this article to ensure that you are compliant with our teamination process.

Data retention refers to the storage of a customer’s medical images and data for a specific period in the Trice cloud. This article provides instructions for the correct Data Retention entry process.