This section allows Directors and Managers to control system access. In most cases, access should be managed through the Team module. However, for individuals who are not part of the team but require access, their permissions can be managed here.
Additionally, in the event of an ownership transition, Directors have advanced options to transfer ownership from one director to another.
Create user
- Go to the Admin Panel.
- In the left-side panel, select Users.
- Click Add user.
- Enter user’s information, then click Save.Go to the Admin Panel.In the left-side panel, select Users.
- Click Add user.
- Enter user’s information, then click Save.
Edit user first and last name
- Go to the Admin Panel.
- In the left-side panel, select Users.
- Select a user, then click Edit user.
- Change user’s first and last name, then click Save.
Delete user
Quick Tip
In most cases, it is strongly recommended to suspend a user’s access rather than deleting them. Deleting a user permanently removes their audit trail.
Users should only be deleted if they were added by mistake or have been inactive for a long time and are no longer needed in the system. Only suspended users can be deleted—the system does not allow the deletion of active users.
- Go to the Admin Panel.
- In the left-side panel, select Users.
- Select a user, then click Delete user.
- Click Delete to confirm.
Change user role
Quick Tip
Managers can change roles for Providers and Office Admins but cannot change roles for themselves or other managers.
Directors, however, can change roles for any user except themselves and other Directors.
- Go to the Admin Panel.
- In the left-side panel, select Users.
- Select a user, then click Edit role.
- Re-select role, then click Save.
Reset user password
- Go to the Admin Panel.
- In the left-side panel, select Users.
- Select a user, then, next to the user’s email address, click Reset password.
- Enter a new password, then click Reset.
Note: To notify the user about their new password via email, ensure the “Send the new user updated password” box is checked.
Suspend and Reactivate user
- Go to the Admin Panel.
- In the left-side panel, select Users.
- Select a user, then click Suspend user.
- To reactivate, click Reactivate user.
