Manage Users
Add a new user
- To add a new user, navigate to the menu on the left hand side of the screen and select “Manage Users”
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c81923ffe425e1e779c_1a54780b.png)
- Select “Add User”
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c81b60db9f688158525_76994ad7.png)
- Enter new user information and select their role
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c81fff85208e17eb1fa_0f6197a7.png)
- Save the user by pressing “ADD”
- New users will be sent an email to claim their account and set up a password.
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c817db3220bc7a6bf08_b81fd0fc.png)
Note: If the user does not receive a confirmation email, select the email icon on the new user row to resend the set password email
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/665e0fa26720ad3d39cefb3d_image-png-Jul-22-2022-11-02-56-64-PM.png)
Delete an existing user
- To remove users, select the delete icon on the user row
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/665e1bc69f51557c55ff26f2_665e0f49141cf6438f5a9ce6_image-png-Jul-22-2022-11-07-35-30-PM.png)
- This action cannot be undone, so be sure that this is a user you want to remove
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/665e0f74dcf32a83633eee71_image-png-Jul-22-2022-11-10-45-36-PM.png)
Manage Roles & Permissions
- Navigate to “Manage User” on the left side menu
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/665e0f49141cf6438f5a9ce6_image-png-Jul-22-2022-11-07-35-30-PM.png)
- Select "New Role"
- Assign a name and select permissions for the role
Note: For multi-location practices, you must decide if you want this role to be available at all locations or just the selected location
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c8179cf1f22138a9bfb_209276af.png)
- Save your new role by selecting "Create"
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c8114d5a115d7c7058f_b644cdce.png)
Add or Remove Permissions from Roles
- Select the edit icon on the corner of the role you’d like to edit
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c810cb2f02a4edcebd0_b941e807.png)
- Update permissions by checking or unchecking permissions
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/665e106e884a70f0beab797a_image-png-Jul-22-2022-11-35-51-14-PM.png)
- Save your updates by selecting “Update”
View Permissions for existing roles
- To view permissions for roles that you cannot edit, select the view icon in the right hand corner
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c81863662bc05c01bff_b0d66630.png)
Assign Roles to Users
- On the list of all users, select the “edit” icon.
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c811f06200fc5c9e469_76e12640.png)
- Select the dropdown next to “role” and select their new role
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c81f3e23c68c7c651d0_ce21da79.png)
- To save, click “Update”
![](https://cdn.prod.website-files.com/635d7290e19fbd7f5805c2d3/66574c81211fe13a5f89b938_e98ed407.png)