User Access help you manage the different users using your platform and what practice portals they have access to.
To access your User Roles, click on Profile > User Access
To add a new user,
Step 1: Click on Create New User on the top right corner
Step 2: Fill in the user’s details in the pop-up window.
First Name: User’s first name
Last Name: User’s last name
Email: Email used by user to log in
Password: Password used by user to log in
Practice: Select the Practice portal this user will have access to. Click on Add Practice if user will have access to more than one Practice portals.
Queue: Select the panels that you wish the user will have access to in that Practice portal
Step 3: Click Confirm to save.
To edit User Access for an existing user,
Step 1: Locate the user you want to edit, then click the Edit button in that row.
Step 2: Make the necessary changes in the pop-up box.
Step 3: Click Confirm to save
To remove a user,
Step 1: Locate the user you want to edit, then click the Remove User button in that row.
Step 2: Select an existing user to take over the claims currently assigned to this user. If the removed user is set as the default assignee for any work queue, the selected reassigned user will automatically become the new default assignee for those queues as well.
Step 3: Click Confirm to save
Warning: Removing a user cannot be undone. Please review all details carefully before proceeding.