Adding A User - Editing Their Role
- Once you have logged into your account, go to the 'Settings' section to add another User to your practice by clicking the left Navigation panel drop-down
- Go to the 'Users' tab and click 'Add User' in the top-right corner. Enter in the User's basic information, including their name and email address
- At the bottom of this screen you will need to specify their role in the practice. Choosing 'Care Provider' will give you the choice of a 'Librarian', 'Resource Sender', or 'Practice Manager'. A brief description of their permissions for each role is given under each option. You can choose one, both, or none at all
- Click 'Save changes' and exit to your list of current Users
- Your new user will receive an email notification that they have been added to the system and can set up a password and login to the practice.