Manage users

The Users page lists everyone with access to your practice, with their role and what they can do. From here you invite new people, follow up on invites and change anyone's permissions as their job changes.

You need to be an account admin, or have the Users permission, to manage users.

#Open the Users page

Open Account Settings at the foot of the sidebar and choose Users. The page has two views, switched at the top:

• Active Users: everyone who has joined, with their Name, Email, Permissions (Admin or Team Member) and Member Since date.
• Pending Invites: people who have been invited but haven't accepted yet, with their Email, Permissions and Date Invited.

#Invite a new user

1. Press Add New User.
2. Enter their email under Invite via email.
3. Turn on Account Admin, or tick their Account Permissions and their Roles per Location.
4. Press Invite.

The full guide, with suggestions for common jobs, is in Invite your team.

#Change what someone can do

1. Find the person under Active Users, or under Pending Invites for someone who hasn't joined yet.
2. Press Edit on their row.
3. Turn Account Admin on or off, or change their Account Permissions.
4. Under Roles per Location, choose a location, or All Locations, and tick or untick what they may do there. Repeat for other locations.
5. Check the summary at the foot of the window, such as "You made 2 changes (0 Account, 2 Location)".
6. Press Save.

Reset clears what you've changed in the window, and Cancel closes it without saving.

#Remove a user

When someone leaves the practice, remove their access to it.

1. Press Edit on their row.
2. Press Remove User.

They no longer appear under Active Users.

#Take back an invite

1. Switch to Pending Invites.
2. Press Edit on the invite.
3. Press Remove User.

The person drops off the list. You can invite them again later with Add New User.

#Tips for keeping access tidy

• Review the list now and then. Check that everyone under Active Users still works with you, and still needs what they have.
• Follow up on old invites. An invite that has waited a while under Pending Invites may have gone to the wrong address. Remove it and send a new one.
• Move permissions with people. When someone changes clinic, add the new location under Roles per Location and untick the old one.

#Related

• Roles and permissions
• Invite your team
• Switch between practices