How to Manage Users, Roles, and Permissions

Manage Users

Add a new user

1. To add a new user, navigate to the menu on the left hand side of the screen and select “Manage Users”  

2. Select “Add User”  

3. Enter new user information and select their role  

4. Save the user by pressing “ADD”

5. New users will be sent an email to claim their account and set up a password.

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  

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Delete an existing user

1. To remove users, select the delete icon on the user row

2. This action cannot be undone, so be sure that this is a user you want to remove
   

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Manage Roles & Permissions

1. Navigate to “Manage User” on the left side menu

2. Select "New Role"
3. 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  

4. Save your new role by selecting "Create"

Add or Remove Permissions from Roles

1. Select the edit icon on the corner of the role you’d like to edit

2. Update permissions by checking or unchecking permissions  

3. Save your updates by selecting “Update”  

View Permissions for existing roles

1. To view permissions for roles that you cannot edit, select the view icon in the right hand corner  

Assign Roles to Users

1. On the list of all users, select the “edit” icon.

2. Select the dropdown next to “role” and select their new role  

3. To save, click “Update”  

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