Manage Users, Roles, and Permissions

Modified on Fri, 12 May 2023 at 06:36 AM

It's simple to create and manage users. Assign roles with varying permissions to your users simplify your practice workflow

Manage Users
- Add a new user
- Delete an existing user
Manage Roles & Permissions

Manage Users

Add a new user

To add a new user, navigate to the Location Settings menu item
Select the "Add User" button
Enter an email address, name, and role
Save the user by pressing "Add"
Ensure that the user gets their set password email

If the user does not receive their set password email, select the email icon on the user row to resend the set password email

Delete an existing user

To remove users, select the delete icon on the user row
This action cannot be undone, so be sure that this is a user you want to remove

Manage Roles & Permissions

Create a new role

Navigate to the Roles & Permissions page
Select "Create New Role"
Assign a name and permissions to the role

For multi-location practices, decide whether you want this role to be available at all locations or only at the current location

Save your new role by selecting the "Create" button

Add or remove permissions from roles

Select the edit icon on the role row
Update permissions by checking or unchecking permissions
Save your updates by selecting "Update"

View permissions for existing roles

To view permissions for roles that you cannot edit, select the view icon

Assign roles to users

Navigate back to the Users & Practice Info page
Select the edit icon on the desired user row
Select the Role dropdown and update to your newly created role