How do I change a user's role?

1. Click on the practice name in the upper left-hand corner and select Accounts

Screen_Shot_2020-02-11_at_11.01.39_AM.png

2. Choose the User

Screen_Shot_2018-11-02_at_10.31.39_AM.png

3. Choose the new Role you would like to assign to the user from the possible drop-down selection.

Screen_Shot_2018-11-02_at_10.32.15_AM.png

Note: When choosing a role for the user, make sure the Access Permissions are set accordingly to monitor what they are able to view.

To learn how to edit Access Permissions click here.

0 comments

Please sign in to leave a comment.