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) to corresponding section.

- Toggle Left to Turn Off access (Read, Update, Create, Delete/Archive, Download CSV) to corresponding section.

- Select Update

Updates will be reflected immediately 

• Related Articles

• 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. - ...

• 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 Location Info

  1. Navigate to Admin. 2. Navigate to Location, and from the dropdown select Location Info. 3. Enter all applicable information.  4. Click the "Update" button at the bottom of the page. Updates will be reflected immediately 

• 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 ...

• 1 - User Registration

  Prep Required Gather these items before starting - Collect a valid email address you have access to 1. Click on Sign Up 2. Verify Email via OTP 3. Fill registration form 4. You will be prompted to login after is registration complete.