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Revoke Full Access for an Authorized User
1. Navigate to My Practices. 2. Navigate to System, select Users and from the dropdown select Authorized Users. 3. From the Action Colum select the Revoke Button in the dropdown. 3. Select Revoke and the user will have no longer access to the ...
Update Role for a User
1. Navigate to My Practices. 2. Navigate to System, select Users and from the dropdown select Authorized Users. 3. From the Security Level Colum select the dropdown. 4. From the dropdown select the option. Note: Updates will be reflected ...
Update User Roles
1. Navigate to My Practices. 2. Navigate to System, select Security Profiles and from the dropdown select Create. 3. Select the Edit icon 4. Update the needed data. - Toggle Right to Turn On access (Read, Update, Create, Delete/Archive, Download CSV) ...
Add User Roles
1. Navigate to My Practices. 2. Navigate to System, select Security Profiles and from the dropdown select Create. 3. Enter a Role Name - Toggle Right to Turn On access (Read, Update, Create, Delete/Archive, Download CSV) to corresponding section. - ...
Manage Users for a Location
1. Navigate to Administration and select Manage Locations from below. 2. Select the User option from the action dropdown. 3. Toggle right to turn on the access for the User for that location. 4. Toggle left to turn off the access for the User for ...